When Osaic transitioned out of AIG in 2016, the wealth manager serviced approximately $150 billion in assets under administration (AUA) across four separate brands, with just 27 percent of those assets being fee-based. Fast forward to today and Osaic serves approximately $700 billion in AUA under a single unified brand, with fee-based assets approaching 50 percent – and rapidly growing.
That explosive expansion in the past 10 years has vaulted Osaic into one of the nation’s largest wealth management platforms, complete with a multi-affiliation model designed to support independent, entrepreneurial advisors.
Read the cover story from the June 9 issue of InvestmentNews where Osaic CEO Jamie Price recounts his firm's meteoric rise and looks ahead to further expansion in a rapidly changing industry.
New Jersey-based team moves from 1099 to W-2 model to expand resources, streamline operations and drive long-term growth Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced that Schaible Russo Fina
Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, announced today that Joelle Spear, CFP® has joined its growing network of advisors. Formerly a partner and financial advisor at Canby Financial Advisors, an affil
Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management solutions and a portfolio company of Reverence Capital Partners, today announced the official close of the transaction to acquire of CW Advisors, LLC (“CW Advisors”), the Bos
Read and review the latest commentary on market performance, brought to you by the Osaic Research team.
