Osaic’s Post

We're recruiting more teams and partnering with solo advisors looking to evolve their practices to meet the increasingly complex needs of investors across the entire spectrum of wealth management services and capabilities. Discover the benefits of teaming: https://ow.ly/lrrm50SBROx

We're thrilled to extend our long-standing relationship with BNY Pershing to deliver a seamless and integrated experience for our Financial Professionals.

Please join us in welcoming Financial Professional Tom Patton to #TeamOsaic! 👋 Located in Grand Rapids, Michigan, Tom decided to make the move to Osaic because of our scale and resources. Discover how partnering with Osaic can help you maximize the tools in your practice: https://ow.ly/1cnX50SBKKJ

As inflation and high interest rates continue to impact the financial markets, our NextPhase product suite positions Financial Professionals to help their clients mitigate risk and offer predictability for those entering the retirement stage. https://ow.ly/I8Xr50SCvGL

On a new episode of #WeeklyMarketImpact, Chief Market Strategist Philip S. Blancato discusses the latest inflation data, the misery index and unusual data in the housing market. Most importantly, don't let the headlines detract you from being a dedicated investor. Listen here or download wherever you get your podcasts: https://ow.ly/C5O450SCeeu

Last week, Financial Professionals, staff and home office employees joined together as #TeamOsaic, in partnership with MUST Ministries, to help pack summer lunch kits for children in metro Atlanta. See how the #OsaicFoundation can help make a difference in your community. https://ow.ly/5awN50SAymE

#TeamOsaic is growing and we're so excited to welcome the newest member, Juan Carlos Vazquez, owner and financial advisor at JCV Wealth Management! For Juan Carlos, financial planning is not just a profession, it's a passion that enables him to make a meaningful difference in his clients' lives every day. He decided to partner with Osaic so he could have access to the best platforms and service. Explore our innovative wealth solutions: https://ow.ly/A68g50SxLEq

More than 140 women attended #WForum for the first time this year - an event purposefully crafted to empower Osaic's community of female Financial Professionals at every stage of business. Following the event, we reached out to attendees to better understand how attending the event impacted their businesses. ➡️ Swipe to see what they had to say. See how we're celebrating #OsaicWomen, today and tomorrow: https://ow.ly/MiPn50SxnC1

We're excited to announce the newest addition to our financial professional feedback ecosystem: Osaic's Fee Centric Advisory Solutions Council! The Fee Centric Advisory Solutions Council is comprised of members who have experience building, running, or supporting Financial Professionals whose primary focus is on advisory business. The Council will work to identify ways we can enhance interactions and help us define opportunities that make it easier for advisory practices to do business across Osaic. Please join us in welcoming: Chris Beard, CFP - Professional Planning & Wealth Brian Damiani - Continuum Advisory, LLC Mary Dill, ChFC - Tribe Financial Group Dean Harman, CFP® - Harman Wealth Management Kevin Lang - Lang & Becker Jeff Leonard - Gallagher Vincent Morris - OneDigital Dianne Nolin, CFP®, CDFA® - Argent Bridge Advisors Andrew Paoni, MBA, CFP®, CFA - Sikich Neal Slafsky - Osaic Advisors

On this week's episode of #WeeklyMarketImpact, Philip S. Blancato talks about the latest jobs data, a slowing U.S. consumer and the latest trends in electricity and manufacturing materials. 🎧 Listen to the episode, here: https://ow.ly/lJQu50SxMmY