Osaic

Our latest research shows that teaming has become a core component of achieving scale and building enterprise value for advisory practices. Check out our whitepaper to explore the benefits of teaming for Financial Professionals, highlighting how teaming can increase productivity, enhance the client experience, expand service offerings, and pave the way for succession planning. Cerulli Associates Download the whitepaper, here: https://ow.ly/YoAR50Sb4EM

#TeamOsaic, you're invited to attend Business Coaching and Consulting's webinar, "To Team or Not To Team," on June 12. Don't miss the chance to hear from Osaic Financial Professional Junette McCarthy, CERTIFIED FINANCIAL PLANNER™, as well as Chris Kirby, BFA™ and Roger Verboon from your BCC team. Register here: https://ow.ly/VoSU50S7Goz

PCE is a key factor in the Fed's decision to raise or cut interest rates. So what does the latest PCE data mean and what are the odds that we'll get a rate cut this year? Philip S. Blancato answers those questions and more, on this week's episode of #WeeklyMarketImpact. https://ow.ly/8Xo250S8l2r

Happy #PrideMonth! At Osaic, we believe a workplace where employees can be the most authentic versions of themselves, creates an environment conducive to innovation. Chief Human Resources Officer Jeffrey Green shares how you can make a difference in the lives of LGBTQ+ people in the month of June: https://ow.ly/LiL250S48nc

Mark Matheny sits down with Aaron Winters, MS, CFP®, BFA™, RICP® to discuss NextPhase - a streamlined retirement income planning software. Aaron shares how Financial Professionals can be more proficient and profitable using NextPhase, as well as implementation strategies. Learn more: https://ow.ly/MIHs50S0uPs

We're still reveling from time spent with Osaic Financial Professionals in the Big Easy last week for #NXT2024. Only 355 days until #NXT2025...but who's counting?! 🎰

John Miller, CFA, CIO of the High Yield Municipal Credit team at First Eagle Investments, joins our Weekly Market Impact podcast to discuss municipal bond market opportunities. Listen to the episode here 👉 https://ow.ly/BW2k50S03W0

As we approach the Great Wealth Transfer, Sonya Nolan, CFP®, SVP of High Net Worth Solutions, tells Jill Malandrino that advisors need to be the backbone for getting the whole family aligned. https://ow.ly/YAFu50RUiiM

This Memorial Day, we remember and honor those who made the ultimate sacrifice while protecting our country and our freedom. 🇺🇸

"We joined Osaic to better serve our clients' needs and to continue to offer a first-class experience. The platform allows for flexibility and independence with unmatched technology and back-office support." Please join us in welcoming Bradley Feldhaus and Peter Kunisch to #TeamOsaic! Learn more: https://ow.ly/cLN950RzuGe