OSAIC News

(OSAIC) SAN ANTONIO--(BUSINESS WIRE)-- #Community--Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management solutions, yesterday kicked off ConnectED 2025, its flagship conference that brings together more than 5,000 participants, in person and virtually. The three-day program, which runs through September 16, features elevated networking, over 200 interactive breakout sessions, and marquee speakers Chip and Joanna Gaines, stars of HGTV’s Fixer Upper and founders of Magnolia. Guided by the

(OSAIC) SCOTTSDALE, Ariz.--(BUSINESS WIRE)--Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced Simplified Wealth Management has joined its growing network of independent advisors. Bringing $315 million in client assets, the Corona, Calif-based team moves to Osaic from LPL Financial. Simplified Wealth Management is a values-based practice serving individuals, families and business owners nationwide, with a focus on business owners, physicians an

SCOTTSDALE, Ariz.--(BUSINESS WIRE)--Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced the successful affiliation of John Kennedy and his team from TrustFirst. Based in Knoxville, Tennessee, the group brings approximately $177 million in assets under administration (AUA) and includes seasoned professionals Ted Shaver, Leslie Grossman, James “Tony” Powers and Daniel MacDonald. As senior partner of TrustFirst, Kennedy is transitioning his

SCOTTSDALE, Ariz.--(BUSINESS WIRE)-- #TeamOsaic--Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced that Strategic Financial Management (“StrategicFM”), has joined Undefined Gridlines, Inc. (“UGLI”), an office of supervisory jurisdiction (OSJ) under Osaic. The Greeley, Colorado-based wealth management firm oversees $133 million in assets under administration (AUA). Led by President Randee Cook, CFP®, StrategicFM delivers comprehensive wealth, retire

SCOTTSDALE, Ariz.--(BUSINESS WIRE)-- #Independence--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 affiliate of Commonwealth, Spear is launching her independent firm, Spear Wealth Management. Based in Framingham, Massachusetts, the firm oversees approximately $170 million in assets under administration (AUA).

SCOTTSDALE, Ariz.--(BUSINESS WIRE)-- #CreditUnion--Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management solutions, today announced that Blaze Credit Union (“Blaze”) has joined its Osaic Institutions channel, further expanding Osaic’s presence in the financial institution market. Blaze was formed in 2024 through the merger of Spire Credit Union, which had an existing relationship with Osaic, and Hiway Credit Union. The combined entity has subsequently chosen to partner with Osaic.