Tag : Jerry Schreck

RISR and Osaic Expand Relationship Amid Growing Demand for Business Owner Planning
Finance Investment Services News

RISR and Osaic Expand Relationship Amid Growing Demand for Business Owner Planning

Business Wire
Expanded relationship equips Osaic’s financial professionals with specialized business owner planning technology RISR, a leading business owner engagement platform for financial advisors, announced an expanded relationship with Osaic, Inc. (“Osaic”), one of the nation’s largest and most influential providers of wealth management strategies, supporting more than 10,000 financial professionals serving clients......
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