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."
Salespeople at the firm often went beyond the matching algorithm to recommend network advisors on its Zoe Wealth platform, according to the regulator.
The Protect College Sports Act would cap school payments and codify NIL rights, with implications for advisors guiding young athletes.
"I know the number that I want to be able to retire on, and now I just want out," says Wilmington Trust's Marguerite Weese, describing a common refrain among business-owner clients.
Bessemer and Brown Brothers Harriman veteran Robert Ludricks III and private markets specialist Olof Akesson join the ultra-high-net-worth push on the East Coast.
765 investors were promised 260% annual returns on truck leases
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
