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."
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