Special guest Kathryn Kaminski, PhD, CAIA, Chief Research Strategist and Portfolio Manager for AlphaSimplex Group, a division of Virtus Investment Partners, joins Philip S. Blancato on the #WeeklyMarketImpact podcast to discuss alternative investments. 🎧: https://ow.ly/XWVy50TeLk3
Osaic
Financial Services
Scottsdale, Arizona 61,014 followers
Empowering you to thrive
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
- Founded
- 2016
Locations
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Primary
18700 N Hayden Rd
Scottsdale, Arizona 85255, US
Employees at Osaic
Updates
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The team of wealth managers at Tri-Pointe Wealth Advisors work under the mission statement, "From blue collars to black ties, we're here for you!" We look forward to partnering with Robin Tucker, Kerrie Morris and Bill Spero to help turn their clients' goals into realities. Please join us in welcoming Tri-Pointe Wealth Advisors to #TeamOsaic! https://ow.ly/loZM50T2noU
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To all the members of #TeamOsaic, and the clients they diligently serve, happy Labor Day.
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Congratulations to Osaic Financial Professional Angela Renna, President of Sterling Financial Group, on being named to Financial Services Institute (FSI)'s 2024 Circle of Excellence! 👏🏆 This award recognizes Angela's dedication to the profession and preserving the Main Street Americans' access to affordable, professional financial advice. Learn more about the honor, here: https://ow.ly/tSjo50Ta6A7
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We're thrilled to announce our most ambitious Osaic Foundation initiative yet! Throughout October, we'll participate in local walk-a-thons for the American Cancer Society, culminating in a special Making Strides event at #ConnectED24. For just a $25 donation to the American Cancer Society, you can connect your favorite step count app to the Osaic Events app and track your progress. Instructions for setup will be provided before the event. Don't miss out - sign up and donate now as you complete your ConnectED registration and walk with us for a great cause! https://ow.ly/WO6A50T9e4j
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Please join us in welcoming Toledo-based financial professionals Mike Wholehan and Ben Taylor to #TeamOsaic and MarketShare Financial! "Partnering with MarketShare and Osaic offers us the ability to leverage a technology savvy independent broker-dealer to help enhance our client offerings. We will also be able to expand our advisory services by utilizing their vast wealth management platform." Learn how Osaic empowers financial professionals to thrive: https://ow.ly/gKVs50SYLQ0
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We're proud to be named amongst Financial Planning's top firms with the highest percentage of women advisors! (𝘔𝘦𝘮𝘣𝘦𝘳𝘴𝘩𝘪𝘱 𝘳𝘦𝘲𝘶𝘪𝘳𝘦𝘥 𝘵𝘰 𝘳𝘦𝘢𝘥 𝘧𝘶𝘭𝘭 𝘢𝘳𝘵𝘪𝘤𝘭𝘦) https://ow.ly/2hev50T4VtL
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This week on #WeeklyMarketImpact, Philip S. Blancato discusses: 🗣️ Latest comments from the Fed ✂️ Expectations for a rate cut 🌎 European vs American taxes Listen to the episode, here: https://ow.ly/m8i950T7lle
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On #NationalDogDay, #TeamOsaic is going to the dogs! 🐶 Show us your pampered pooch in the comments 👇
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+15
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It's been a little over a year since Ed Swenson joined Osaic as president of RIA Solutions. Recently, Ed sat down with WealthManagement.com to discuss what his team has accomplished in the last year, what the RIA affiliation model looks like, and how Osaic's RIA channel differs from other firms. https://ow.ly/9FS450T4hkZ
Q&A: Ed Swenson on Building Out Osaic’s RIA Strategy
wealthmanagement.com