Osaic

29/10/2026

We’re thrilled to announce that Laura White, SVP, IA Compliance, has been recognized as one of InvestmentNews' 2026 Rising Stars! 🌟

Laura’s dedication and leadership inspire our entire team, and we couldn’t be prouder of her achievement. Please join us in congratulating Laura on this well-deserved honor!

Discover all of this year’s honorees: https://ow.ly/bX9f51024V6

𝘋𝘪𝘴𝘤𝘭𝘰𝘴𝘶𝘳𝘦: https://ow.ly/Wlmv51024V8

28/10/2026

Rising oil prices and higher consumer costs kept inflation in focus this week, with the core CPI coming in above forecasts.

Chief Market Strategist Phil Blancato notes the Fed is “very much in play for December,” but views the latest inflation spike as likely transitory.

See more of Phil's market commentary in CNBC:

Investors reacted to hotter-than-expected September consumer inflation data.

28/10/2026

ConnectED 2026 is almost here! ✈️

Your Know Before You Go email is on its way with important travel details, conference information and tips for making the most of your experience.

And now, your ConnectED experience is at your fingertips. 📱 Download the Osaic Events app to access your agenda, maps, Braindates, the Marketplace and more. Sessions you’ve already selected in Schedule Builder will automatically appear in My Agenda.

📩 Check your inbox
📱 Download the app

See you in Atlanta!

27/10/2026

Live from Redstone Ranch, Phil breaks down today’s headlines with actionable insights on inflation and market volatility. Plus, discover what the Anthropic IPO means for investors and how it could reshape the financial landscape.

Listen to Weekly Market Impact, here: https://ow.ly/Enkg51015O3

26/10/2026

As we enter Q4, resilient markets are supported by strong consumer spending, earnings growth and ongoing AI and infrastructure investment. With elevated rates, inflation and global uncertainty, broad diversification remains essential.

Learn more in our Market View Quarterly: https://ow.ly/pNrr50ZZ0Zw

23/10/2026

Built on a foundation of trusted relationships and thoughtful planning, Freehold Wealth Management sought a partner who could deliver scale and resources—without sacrificing their close-knit, entrepreneurial culture.

Discover why Freehold chose Osaic to help their clients thrive for generations to come: https://ow.ly/sNBT51009FK

22/10/2026

We’re thrilled to welcome ICG next to the Osaic advisor network!

As a leading NJ-based wealth management firm, ICG next brings deep expertise and a commitment to multigenerational client service.

Discover what set Osaic apart in their search for a new partner: https://ow.ly/ye6M50ZZtsx

21/10/2026

Looking to meet peers and share ideas at ConnectED? Book a Braindate.

Think of Braindates as networking appointments that connect you with fellow advisors and Home Office experts around topics that matter most to your business.

Conference attendees – check your inbox for more details.

20/10/2026

Earnings season is off to a strong start, revealing fresh opportunities for investors! 📊 Hear Phil’s take on recent market volatility and what it means for your portfolio. Watch now: https://ow.ly/VgTq50ZZlyT

19/10/2026

Our open architecture empowers advisors to choose the tools that fit their business, while maintaining strong compliance and cybersecurity.

Recent additions like AI-powered platforms and expanded partnerships make it easier than ever for advisors to serve clients efficiently.

Shannon Reid talks to Financial Advisor IQ Advisor IQ about how we're committed to delivering innovation and flexibility—so advisors don’t have to compromise on control or support. https://ow.ly/T51c50ZY4qc