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

("Osaic"), one of the nation's largest providers of wealth management solutions, today announced that Ever Wealth, an Auburn, Indiana-based advisory firm with more than $170 million in client assets, ...

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 ...

John Hicks, the chief marketing officer of Ausdal Financial Partners, sees his firm's lack of private equity ownership as a big part of its appeal.

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 ...

Osaic has partnered with Jump and Zocks, both AI-powered platforms for advisors, to streamline its wealth management ...

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

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 ...

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 ...

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 ...