The firm is joining a new division Osaic launched in 2023 after recruiting a top executive from local competitor Dynasty ...

Feb. 6, 2025 /PRNewswire/ -- Osaic, Inc., ("Osaic"), one of the nation's largest providers of wealth management solutions, today announced the addition of Payant Wealth Management Group to its W2 ...

Jan. 28, 2025 /PRNewswire/ -- Osaic, Inc. ("Osaic"), one of the nation's largest providers of wealth management solutions, today announced the expansion of its institutional channel through a new ...

Osaic drew a major credit union-based wealth management program that chose it over LPL Financial as the service provider to an institution with 14 million members. Navy Federal Credit Union's Navy ...

Inc. ("Osaic"), one of the nation's largest providers of wealth management solutions. As Chairman, he will lead direction for the 12 board members who serve as volunteers and champion the causes ...

Osaic, Osaic Holdings, Osaic Services and Osaic Wealth were named as defendants in the ninth class-action lawsuit focusing on cash sweep rates, asking for unspecified damages for what investors ...

Hershey Wealth Advisors, an advisory firm with $233 million in assets under management in Hershey, Pa., has joined Merit Financial Advisors after about eight years with the Triad/Osaic family.

Greg Cornick, executive vice president of advice and wealth management at Osaic, said the partnership "highlights our extensive expertise in supporting bank and credit union clients and ...