When Osaic transitioned out of AIG in 2016, the wealth manager serviced approximately $150 billion in assets under administration (AUA) across four separate brands, with just 27 percent of those assets being fee-based. Fast forward to today and Osaic serves approximately $700 billion in AUA under a single unified brand, with fee-based assets approaching 50 percent – and rapidly growing.
That explosive expansion in the past 10 years has vaulted Osaic into one of the nation’s largest wealth management platforms, complete with a multi-affiliation model designed to support independent, entrepreneurial advisors.
Read the cover story from the June 9 issue of InvestmentNews where Osaic CEO Jamie Price recounts his firm's meteoric rise and looks ahead to further expansion in a rapidly changing industry.
Can clients hit the jackpot investing in gambling-themed ETFs? The global online gambling industry recently reached more than $70 billion in revenue, according to the American Gaming Association, with online casinos and sports betting driving growth after
New integration equips Osaic financial professionals with full suite of AI-powered tools built to supercharge workflows. Los Angeles – July 1, 2025 – GReminders, a leading end-to-end meeting and automation management platform for financial advisors, today
Matt Kourouma transitions to the independent model with Osaic, bringing with him a focus on service and community impact SCOTTSDALE, AZ – July 1st, 2025 –Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management solutions, today an
Read and review the latest commentary on market performance, brought to you by the Osaic Research team.
