Articles from Osaic, Inc.

Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management solutions, raised the curtain today on NXT 2025 (pronounced ‘next’), its annual event that brings together more than a thousand financial professionals, strategic partners, innovative technology partners and Osaic leaders to foster a vibrant, multigenerational community committed to innovation and transformation in wealth management. Guided by the theme “Empowering What’s NEXT in Wealth Management,” NXT 2025 sets the stage for bold ideas and breakthrough tools that enable advisors to build businesses as unique as the clients they serve.

Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management solutions, today announced further expansion of its Osaic Institutions channel through the addition of five new credit union-affiliated wealth management programs. Previously aligned with CUSO Financial Services, part of Atria Wealth Solutions, these institutions bring nearly $500 million in combined client assets. Each credit union will remain member-operated under their existing brand.

Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management solutions, announced today that its affiliate, StoneBridge Advisors, Inc., has recruited Ryan Grossman, ChFC®, as a financial planner. Grossman joins from VALIC Financial Advisors, Inc., and will serve clients alongside his longtime practice manager, Susan Gallant, and client service coordinator, Michelle Kellner.

Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management solutions, today announced NoxNumis, a Wichita, Kansas-based wealth management firm serving over $450 million in client assets, as the latest to join its community of advisors.

Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management solutions, today announced the appointment of Saumya Bhavsar as chief legal officer and general counsel. Bhavsar previously served as vice president and head of legal at Meta FinTech, the business division of Meta leading the company’s financial services initiatives. In this capacity, she oversaw a global team of product and regulatory lawyers advising on Meta's payment products and activities.

Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management solutions, today announced that Ever Wealth, an Auburn, Indiana-based advisory firm with more than $170 million in client assets, has joined its expanding network of financial professionals. Ever Wealth’s decision to affiliate with Osaic was based on a shared commitment to accelerating growth and productivity while maintaining a focus on creating financial plans tailored to clients’ unique needs. Ever Wealth was founded by partners Nick Scheumann, Mark VandeVelde, and Andy Smith. Collectively, the three advisors have over 60 years of industry experience.