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."
For business owners, the company is often more than an income source. It becomes their largest asset, their retirement plan, and in many cases, part of their identity. Advisors who understand that dynamics can deliver far greater value than traditional financial planning alone
John S. Winslow, 57, was indicted just over a year ago for his scheme to steal from an elderly client.
Hamachi's new model portfolio partnership and an industry-first solution from Vestmark join the growing wave of AI tools for wealth managers.
Meanwhile, LPL attracted a five-advisor team managing $380 million in Kansas, while a veteran with stripes from Morgan Stanley, UBS, and Fidelity has joined Prime Capital Financial.
At Goldman Sachs’ RIA conference, Dynasty’s Shirl Penney said an AI clone trained on his emails and speeches could be the first of “hundreds of digital employees.”
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
