The alignment with Osaic was done via Affiliated Advisors, an Osaic Office of Supervisory Jurisdiction led by Rita Robbins.

Nick Scheumann, Mark VandeVelde, and Andy Smith are the founding partners of Ever Wealth, a $170 million AUM firm that was ...

What should I know about this firm? Osaic Wealth Inc is a national financial advisory firm headquartered in Scottsdale, AZ. The firm has $94.6 billion under management and employs 8,373 across 52 ...

Mark Aasen is a financial advisor in West Des Moines, IA. They have been in practice for 15 years, the last year at Osaic Wealth Inc. Mark Aasen is a financial advisor in West Des Moines ...

Greg Cornick, Osaic executive vice president of advice and wealth management, put the departing advisory team's assets under administration at $779 million. That amount, he said, grew at an annual ...

RADNOR, PA — Lincoln Financial Group (NYSE: LNC) recently completed the sale of its wealth management division to Osaic, Inc.

Osaic has partnered with Jump and Zocks, both AI-powered platforms for advisors, to streamline its wealth management workflows. As an official technology vendor for Osaic, Jump is said to help the ...

today announced a strategic relationship with Osaic, one of the nation’s largest providers of wealth management solutions. Through this relationship, Osaic’s network of more than 11,000 ...

This strategic relationship brings Jump’s advanced AI platform to Osaic’s expansive network of wealth management professionals, empowering them with tools designed to streamline workflows ...

SAN FRANCISCO--(BUSINESS WIRE)--Zocks, a privacy-first AI platform for financial advisors, today announced a strategic relationship with Osaic, one of the nation’s largest providers of wealth ...