Osaic

Please join us in welcoming the Previs Wealth team to #TeamOsaic! Located in Western New York, the team specializes in retirement income planning and generational wealth planning. Their clients were key in their decision to make the move to Osaic. "We wanted to have a true independent broker dealer partner that will allow us to grow and scale our business to best serve our clients," the team said. https://ow.ly/a8y150UtA10

Don't miss your chance to make an impact at #WForum 2025! Check your inbox for registration details.

Please join us in congratulating Jeffrey Green, Chief Human Resources Officer, and Catherine Knopf, SVP, Advisory Consulting, for being named to InvestmentNews' Rising Stars 40 Under 40 list! 👏 Learn more about the recognition: https://ow.ly/QpZ350UqHeg

It's Fed week! Will the Fed cut interest rates? Find out on a new episode of #WeeklyMarketImpact. Plus, special guest Fred Boy IV, CFA joins Philip S. Blancato to discuss equity valuations. Listen to the episode, here: https://ow.ly/Hx7s50UsEhg

Recently I had the opportunity to engage in a thought-provoking discussion on strategies for increasing the number of women in financial services and maximizing their ability to succeed at Barron's Advisor's Women Summit. A key component of this critical work is creating pathways for leadership and mentoring. This is one of the many reasons I’m so proud of the remarkable work Osaic’s Women Advisory Board is doing with our mentorship program. When we create rich communities where women can share with each other areas of success and struggle along with best practices – these vulnerable and authentic discussions create a innovative and inclusive environment for women to thrive and shine!    Truly enjoyed spending time with so many trailblazers, especially with Patti Brennan, CFP, Kelly Brennan and Gayle B. Canini. And Beverly Flaxington, a highlight was meeting you in person! And shout out to Jenna Sabia Mathis for bringing together a program with such rich and engaging content and speakers!   #BAWomen   Photography Credit: LILA PHOTO

Learn how going digital will increase the value of your practice and make team collaboration much easier and more accurate. Plus, hear valuable tips on shredding and disposing of old paper files. https://ow.ly/aSnY50UkLmk

The #OsaicFoundation has been hard at work this holiday season! Volunteers in Birmingham, Alabama and Oakdale, Minnesota spent the afternoon packing meals for the Community Food Bank of Central Alabama and Feed My Starving Children. Additionally, a team of advisors and home office employees inspired 100 high school girls at the Winning Women Leadership Conference in NYC. In total, the Osaic Foundation contributed $77K in grants to the three organizations.

Vast lawns, Spanish villas and views of the Rosa Mountains, La Quinta Resort & Club is the perfect setting for cultivating a future where women lead and thrive. #WForum 🌴⛰️🌵

Please join us in welcoming Financial Professional Christopher Pfanstiel, AIF, CLU, ChFC, RICP®, CFP® and the team at Axias Wealth Advisors to #TeamOsaic! Based in Pittsburgh, Pennsylvania, the Axias team specializes in helping physicians, business owners, executives and retirees confidently plan for their financial future. When looking for a partner who could provide technology to help them better serve their clients, the Axias team turned to Osaic. Learn how our technology eliminates hassles by providing integrated, user-friendly digital and mobile solutions for both financial professionals and their clients. https://ow.ly/zAhu50UnAeP

On a new episode of #WeeklyMarketImpact, Philip S. Blancato discusses: 💼 Strong job numbers 👧 The Goldilocks environment 📈 Markets at all-time highs 🎧 Listen to the episode here: https://ow.ly/Nwbq50UnL4y