Osaic held its annual conference, ConnectED, where leadership shared its vision for the future following the completion of "Journey to One." You can find InvestmentNews' full coverage here.
The Osaic CEO kicked off ConnectED 2025's conference keynote by providing a state of the industry and where things are headed.
"The fourth Industrial Revolution, driven by artificial intelligence, cloud computing, and digital platforms," is what will transform wealth management, Price said.
“I am so excited that we get to actually now show our advisors and their clients why we went through all this,” Cornick told InvestmentNews.
After a year of rebuilding its technology and culture, Osaic’s senior team of Matt Schlueter, Erinn Ford, and John DiMonda say communication, trust and collaboration are driving the firm’s next phase of growth.
A Michigan-based advisor at Osaic's ConnectED conference shared that protecting clients from fraud often requires patience, empathy, and careful listening. "Sometimes the most important thing we do isn't about investments."
Chicago-based Mesirow Fiduciary Solutions adds flexPATH's plan-level outsourced fiduciary book, boosting its retirement market reach to $164 billion.
Also, Raymond James's employee advisor channel adds breakaways from Wells Fargo and Stifel, while UBS welcomes an ex-Morgan Stanley duo in Indiana.
It promised guaranteed principal and 10% monthly returns. The SEC says it invested nothing.
Ten years after entering the fee-based annuity market, MassMutual Ascend says nearly half its lifetime sales came in the past two years alone – but barriers remain among fee-only advisors.
Amplify, WealthReach, Zeplyn and Zocks have unveiled partnerships aimed at automating portfolio management, content creation, account opening, and client communication.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
