Tag: #empowered

Wealth Management

Osaic’s ‘Empowered Independence’ Model Hits $20 Billion Milestone as Succession Crisis Reshapes Advisor Landscape

Wednesday, November 11, 2026 | 02:41

The wealth management industry is witnessing a profound structural shift, and Osaic is positioning itself at the vanguard of this evolution. At the company’s flagship ConnectED 2026 conference, held in Atlanta from November 8–11, CEO Jamie Price revealed that Osaic’s "Empowered Independence" channel has reached approximately $20 billion in assets under management. This milestone, achieved […]