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Osaic's W-2 Channel Nears $80B As Broker/Dealer Stresses Flexible Models
Yahoo Finance· 2025-09-15 17:50
`` You can find original article here Wealthmanagement. Subscribe to our free daily Wealthmanagement newsletter. `` `` Osaic’s W-2 advisor channel across its hybrid and fee-only options has about $57 billion in client assets, with another $24 billion in the pipeline, CEO and President Jamie Price told an audience at the broker/dealer’s annual conference held this year in San Antonio. `` ```` The figure is a relatively small part of Osaic’s roughly $700 billion in assets across its other advisor affiliation ...