Tag : Osaic

Pearce Financial Joins Osaic from Integrity Alliance with $143 Million in Client Assets
Finance Investments News

Pearce Financial Joins Osaic from Integrity Alliance with $143 Million in Client Assets

Business Wire
by Business Wire0
Family-run Omaha advisory firm selects Osaic for expanded technology, planning resources and operational support Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, announced that Pearce Financial has joined the firm from Integrity Alliance, LLC. Based in Omaha, Nebraska, the advisory team oversees approximately $143 million in client......
Osaic Forms Strategic Relationship with Zocks to Provide Their Financial Professionals Access to an AI-Driven Edge in Productivity
Artificial Intelligence News Security

Osaic Forms Strategic Relationship with Zocks to Provide Their Financial Professionals Access to an AI-Driven Edge in Productivity

Business Wire
by Business Wire0
Collaboration empowers Osaic’s financial professionals with Zocks’ Client Intelligence Platform for streamlining workflows, and enhancing client engagement, while ensuring the highest standards of privacy and security Zocks, a privacy-first AI platform for financial advisors, announced a strategic relationship with Osaic, one of the nation’s largest providers of wealth management solutions.......
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