Osaic

Did you know, private wealth managers manage $822 million, on average, versus $210 million for case-based planners? In our latest whitepaper with Cerulli Associates, we highlight that advisors specializing in comprehensive wealth management with all clients have significantly larger average client sizes and AUM per practice. Download the whitepaper here: https://ow.ly/1RBX50Uapff

Please join us in welcoming George Fredette to #TeamOsaic! George began his career as a CPA before moving on to serve as CFO for several banks. In 2002, he made the transition into the financial services industry, bringing his extensive expertise and dedication to helping clients achieve their financial goals. Seeking to enhance the continuity of his business and integrate meaningful technological advancements, George has partnered with Douglas Howes ?? of Sapphire Wealth Management and Osaic. https://ow.ly/VnEn50U7S2L

We're excited to launch OneHub - an advisor portal that provides real-time data on accounts and assets, smart dashboards that offer insights into advisors' day-to-day activities, and customizable apps so advisors can easily access their most frequently used tools. "We knew it was critical to our advisors' business that we upgrade our digital platform to build a seamless, integrated, end-to-end experience that offers both navigation and flexibility as advisors' needs evolve," Chief Technology Officer Ed Obuchowski said. Learn more about the technology updates we're making to help our financial professionals thrive. https://ow.ly/Vql750UagOb

Inflation came in a bit hotter than expected, however, Chief Market Strategist Philip S. Blancato says the US economy is doing just fine. For more market insights, listen to this week's episode of #WeeklyMarketImpact ?? https://ow.ly/XWkj50U9shA

Another Financial Planning Jump Start cohort is underway! Participants, who are early in their careers, are taken through a curriculum designed to provide a deeper understanding of the business, career growth through coaching and education, and confidence and skills to engage successfully with clients. If you'd like to join a future cohort, contact our Business Coaching & Consulting team.

Advisors at Osaic are able to provide financial planning expertise leveraging our wealth of resources including our internal Financial Planning consulting team and National Planning Institute with in-house CFPs and credential experts. See what #TeamOsaic Financial Professionals Shawn A. Manuel, Karen DeRose, Mark Schlafer, Regina Beatty, and Ray C. Chera, have to say about our in-house solutions. https://ow.ly/cr9o50U70jz

It's hard to believe that it's already been two weeks since we wrapped up #ConnectED24 - a three-day event that brought together over 7,000 attendees to discover more ways to partner with purpose, grow their business and connect with peers. Here are some highlights from the record-setting event: ?? Digital (r)evolution sets the stage for creating capacity and growth ?? New research with Cerulli Associates highlights the business case for Financial Planning ?? Osaic Foundation raises $75K in support of the American Cancer Society's "Making Strides Against Breast Cancer" campaign Read the full event recap, here ?? https://ow.ly/aTjf50U69Hq

Please join us in welcoming Nova Wealth to #TeamOsaic! ?? Led by Elizabeth Evanisko, CRC?, Jeffrey Gelormini and Brett Komm, Nova Wealth brings a deep expertise in retirement income distribution planning to help clients create specialized retirement income plans that align with their clients' specific goals and risk tolerance. "By joining Osaic, we're gaining even more independence, allowing us to more effectively choose the financial planning tools and resources that work best for our clients in helping them reach their goals," Elizabeth said. Learn more: https://ow.ly/4PK350U62wR

Markets are euphoric after the election, but Chief Market Strategist Philip S. Blancato warns investors that it's important to be prudent in your portfolio. Learn more on a new episode of #WeeklyMarketImpact. ??: https://ow.ly/laPy50U4Hsx

Today on Veterans Day, we honor those who have served in the United States Armed Forces, acknowledge the sacrifices they have made, and recognize their courage and dedication to service. ???? "Thank you to our veterans, without which our many freedoms would not be possible. You have my greatest admiration and respect." James Price