Osaic

We're excited to announce the launch of our Wealth Advisor Academy - a transformative professional development initiative for financial professionals seeking to amplify business growth, enhance interpersonal skills and increase confidence to better serve clients. This initiative supports our goal of being the preferred destination for growth-oriented advisors. Learn more about the offering: https://ow.ly/lHtz50TC9eY

With $40 trillion transferring to younger generations over the next decade, plus, an explosion of artificial intelligence, data analytics and robotics, we're in a confluence of change, James Price tells Financial Advisor IQ. See what steps we're taking to be adaptable for the future of the industry: https://ow.ly/MG5f50Tx9bH

Can't make it to Orlando for #ConnectED24? With our virtual registration, ConnectED comes to you! Enjoy the benefit of no cost access to sessions anytime, anywhere. Check your email for virtual registration details.

On a special edition of Weekly Market Impact, Chief Data & Analytics Officer Clayton Chandler joins Philip S. Blancato to discuss all things artificial intelligence. On #InternationalPodcastDay, give us a follow to keep up with everything happening in the markets. Listen to this week's episode, here: https://ow.ly/ZjPQ50TzgEl

⏰ #TeamOsaic, time is running out to register for #ConnectED24! Discover more ways to partner with purpose, grow your business and find your peers. Register today! https://ow.ly/O8ew50TwFVL

CEO Jamie Price tells Barron's Advisor how our Journey to One is allowing us to leverage size and scale to better serve financial professionals. https://ow.ly/P8K350TuFZn 𝘚𝘶𝘣𝘴𝘤𝘳𝘪𝘱𝘵𝘪𝘰𝘯 𝘳𝘦𝘲𝘶𝘪𝘳𝘦𝘥 𝘵𝘰 𝘳𝘦𝘢𝘥 𝘧𝘶𝘭𝘭 𝘢𝘳𝘵𝘪𝘤𝘭𝘦

Financial Professionals David Buffie, CFP® and Shane Wagner were searching for a partner that offered unparalleled support and a collaborative environment, while simultaneously allowing them to run their business their way. That's when the duo turned to GCG Advisory Partners and Osaic. We welcome David and Shane to #TeamOsaic and we congratulate GCG on their continued growth! Whether you've been through a transition before, are ready to be independent, or are simply looking for the right culture, our dedicated transition consultants support every phase of your transition journey. https://ow.ly/ZeVh50Tlr4q

In a surprising move, the Fed cut interest rates by 50 basis points last week, causing the S&P to rally. We're discussing everything you need to know about the Fed's decision on a new episode of #WeeklyMarketImpact. Plus, special guest Ben Dennis, CFA joins Philip S. Blancato to discuss seasonal patterns in the markets. Listen to the episode, here: https://ow.ly/AXTl50TtIns

#TeamOsaic was well represented last week at the Invest in Others Charitable Foundation industry awards - a program that recognizes financial advisors who are making a difference with charities across the country and around the world. Congratulations to Osaic Financial Professionals Mindy Zatta, Stephan Cassaday, Fernando Pohina, Greg Poleon, Mike Owens, Amy Weinberger and Wornel Simpson on winning grants for your charities! We're inspired by the difference you're making within your communities. https://ow.ly/c39z50Ttb5r

Please join us in welcoming Financial Professional Dan Koch to #TeamOsaic! 🤝 Located in Ocean City, New Jersey, Dan transitioned his business to Osaic so he could leverage our business coaching and consulting services. He is looking forward to continuing to work with the southern Jersey Shore communities. See how you can do business your way while benefiting from the security of Osaic's scale, efficiency of our solutions, and a robust suite of resources. https://ow.ly/vI8250TlmV2