Osaic

Alright, alright, alright – registration for ConnectED 2025 is officially open! This year’s ConnectED in San Antonio brings a star-studded lineup—featuring a powerhouse keynote, CE credit pre-conference sessions, dynamic breakouts, unbeatable networking opportunities, and so much more. Don’t miss your chance to be part of it all! #ConnectED25

Congratulations to #TeamOsaic advisor Patti Brennan, CFP on being named to Barron's 2025 Top 100 Women Financial Advisors list! Thank you for continually raising the bar for the industry.👏 https://ow.ly/HCLA50WNPvR 𝘋𝘪𝘴𝘤𝘭𝘰𝘴𝘶𝘳𝘦𝘴: https://ow.ly/Oa2L50WO6f2

We proudly welcome John Kennedy and the talented team from TrustFirst to #TeamOsaic! Based in Knoxville, the TrustFirst team brings expertise and passion for client success. Partnering with Osaic will empower the team to streamline operations and focus on what matters most—their clients. Learn more: https://ow.ly/Jh4Y50WMfG0

Can’t make it to San Antonio? Register for ConnectED Virtual and livestream keynote speaker Matthew McConaughey, general sessions, and select breakouts—right from your home or office. 💻 Check your inbox or head to OneHub for more details. #ConnectED25

Special guest Julie Biel, Chief Market Strategist at Kayne Anderson Rudnick, joins Phil on the #WeeklyMarketImpact podcast to discuss market trends, diversification strategies and current investment opportunities. https://ow.ly/le7B50WLATA

Ready to supercharge your office efficiency? Join Technology Solutions Consultant Aida Dillman as she shares expert tips on maximizing your CRM. From seamless follow-ups to tracking progress and the magic of templates, it's time to streamline and thrive. Tune in for insights that will transform your workflows! https://ow.ly/GKfU50WHwFZ

After 35 years at her former broker-dealer, Randee Cook began exploring new partners to prepare for her business' future. "As I look toward the future, I want to ensure that my clients are set up for a successful retirement as I begin to prepare for my own," Cook said. We look forward to supporting Randee as she continues to build up her legacy of providing comprehensive wealth planning! Learn more about Randee's decision to partner with Osaic and Undefined Gridlines, Inc. https://ow.ly/w4pY50WKeFq

‼️𝙏𝙤𝙢𝙤𝙧𝙧𝙤𝙬 is the last day to register for #𝘾𝙤𝙣𝙣𝙚𝙘𝙩𝙀𝘿𝟮𝟱 in San Antonio. Don’t miss the biggest event of the year! Check your inbox or head to OneHub for more details.

We designed our Supported Independence (W2) model to empower advisors' entrepreneurial mindset and client-first philosophy without the complexities of full business ownership. We're thrilled to welcome Schaible Russo Financial to Supported Independence! "This move gives us the freedom to serve our clients with even greater focus," Al Russo said. "It's a strategic step forward, one that aligns with the way we want to run our business." Read more about why the firm chose to partner with Osaic: https://ow.ly/yZ5Y50WIoiz

A strong earnings season continues to fuel market gains despite soft job market numbers. On this week's episode of #WeeklyMarketImpact, Philip S. Blancato discusses this, the latest inflation data and more! Listen to the episode, here: https://ow.ly/JIF150WHMuJ