When Osaic transitioned out of AIG in 2016, the wealth manager serviced approximately $150 billion in assets under administration (AUA) across four separate brands, with just 27 percent of those assets being fee-based. Fast forward to today and Osaic serves approximately $700 billion in AUA under a single unified brand, with fee-based assets approaching 50 percent – and rapidly growing.
That explosive expansion in the past 10 years has vaulted Osaic into one of the nation’s largest wealth management platforms, complete with a multi-affiliation model designed to support independent, entrepreneurial advisors.
Read the cover story from the June 9 issue of InvestmentNews where Osaic CEO Jamie Price recounts his firm's meteoric rise and looks ahead to further expansion in a rapidly changing industry.
California-based firm transitions to take advantage of advanced technology and business development resources, enhance client service and drive growth Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today anno
New team led by John Kennedy joins Osaic for growth opportunities, expanded investment platform and operational support Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced the successful affiliatio
Departs LPL to gain expanded operational, technology and succession resources Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced that Strategic Financial Management (“StrategicFM”), has joined Und
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