⏪ Run it back #ConnectED24 replays are now available on demand through Jan. 31! Rewatch General Sessions, keynotes and select breakouts. Check your email for access details.
About us
Osaic provides the support, resources, and community designed for the future of wealth management. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Osaic Institutions, Inc., Osaic FA, Inc., Osaic FS, Inc., and Triad Advisors, LLC, broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., American Portfolios Financial Services, Inc., Osaic Services Inc., and Ladenburg Thalmann & Co., broker-dealers and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, American Portfolios Advisors, Inc., Ladenburg Thalmann Asset Management, Inc., Osaic Advisory Services, LLC, and Securities America Advisors, Inc., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc., Securities America Advisors, Inc., and Triad Advisors, LLC., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.
- Website
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http://Osaic.com
External link for Osaic
- Industry
- Financial Services
- Company size
- 1,001-5,000 employees
- Headquarters
- Scottsdale, Arizona
- Type
- Privately Held
Locations
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Primary
Get directions
18700 N Hayden Rd
Scottsdale, Arizona 85255, US
Employees at Osaic
Updates
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We believe in the power of partnership and that wealth management should be transformative and not transactional. Let's work together to unlock the power of your practice. Check out our latest whitepaper with Cerulli Associates on fueling client and business growth. https://ow.ly/EmZu50TREgC
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Want to make dramatic, evolutionary changes to your financial practice? Technology Solutions Consultant Aida Dillman shares useful advice on scaling tools, solid integrations, online schedulers, dictation software and texting solutions. Hear more on our #OsaicTechnology podcast. https://ow.ly/ZxFt50TZBVt
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Happy #ElectionDay! 🇺🇸 How will what's projected to be one of the tightest presidential races in history impact the markets? Find out from Philip S. Blancato on a new episode of #WeeklyMarketImpact. https://ow.ly/lTpI50U0mTL
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From the charming River Walk and the iconic Alamo, to phenomenal Tex-Mex food, whether you crave historic exploration, thrilling theme park adventures or vibrant cultural experiences, San Antonio has something for everyone. 📅 Save the date - #ConnectED25 is coming to the Alamo City, Sept. 14-17!
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Throughout #NativeAmericanHeritageMonth, #TeamOsaic celebrates the traditions and rich ancestry of our Native American Financial Professionals, employees, partners and investors. #TeamOsaic members Devon Barker CIMA®, Peter Viles and Amey Horse Looking share what the month means to them and how everyone can recognize and support Native American communities.
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When you look at the future of wealth management, it's not about advisors identifying with other advisors based on a broker-dealer construct or an RIA construct. The lens they tend to define themselves through more is: What is the structure of my business? What kind of clients do I serve? How do I connect with others? The pivot we've made over the past year is creating and defining community much more by the advisor business model and what they're seeking to accomplish from a strategy perspective. As we near completion of our Journey to One, Dimple Shah shares how this initiative is benefitting Osaic Financial Professionals. https://ow.ly/NnQp50TXlXZ
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Thank you to all the members of #TeamOsaic who joined us in Orlando and virtually for our largest ConnectED ever! We are only here because of you. #ConnectED24
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We came, we saw, we rocked. #ConnectED24 🎸🎶🤘
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About day 2 of #ConnectED24... What a privilege to spend the day with #TeamOsaic setting the groundwork for success. Who's ready for day 3?!
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