Our new white paper, issued with support from Osaic, finds that advisors specializing in comprehensive #wealthmanagement with all clients have significantly larger average client sizes and AUM per practice. Download your copy today to learn more: cerulli.com/resource/finan…

.Osaic is nearing the end of its plan to consolidate its brokerage units. An exec reflects on what’s gone well and lessons learned. #acquisitions #financialplanning #advisors bit.ly/3NLBpxb

May the brightness of #Diwali fill your heart with happiness and prosperity 🕯️

Witching you a happy Halloween 🧙‍♀️🎃

As we near completion of our Journey to One, Dimple Shah shares how this effort is connecting advisors, maintaining a heritage of entrepreneurialism and helping advisors learn from one another. ow.ly/hUE550TXlY1

Throughout #NativeAmericanHeritageMonth, #TeamOsaic celebrates the traditions and rich ancestry of our Native American Financial Professionals, employees, partners and investors.

From the charming River Walk & iconic Alamo, to fantastic Tex-Mex food, whether you crave historic exploration, thrilling theme parks or vibrant cultural experiences, San Antonio has something for everyone. 📅 Save the date - #ConnectED25 is coming to the Alamo City Sept. 14-17!

Happy #ElectionDay! 🇺🇸 How will what's projected to be one of the tightest presidential races in history impact the markets? Find out from Philip S. Blancato on a new episode of #WeeklyMarketImpact. ow.ly/B6Gy50U0mTK

Explore the pathway to becoming a comprehensive #financialplanner. Where do you fall on the spectrum? Find out by downloading our #whitepaper below: cerulli.com/resource/finan… Osaic

Want to make dramatic, evolutionary changes to your financial practice? Technology Solutions Consultant Aida Dillman shares useful advice on scaling tools, solid integrations, online schedulers, dictation software and texting solutions. #OsaicTechnology ow.ly/V8xM50TZBVv

We believe in the power of partnership and that wealth management should be transformative and not transactional. Let's work together to unlock the power of your practice. Check out our latest whitepaper with @Cerulli_Assoc on fueling business growth. ow.ly/EmZu50TREgC

⏪Run it back #ConnectED24 replays are now available on demand through Jan. 31! Rewatch General Sessions, keynotes and select breakouts. Check your email for access details.

Today on Veterans Day, we honor those who have served in the United States Armed Forces, acknowledge the sacrifices they have made, and recognize their courage and dedication to service. Thank you. 🇺🇸

The #OsaicFoundation is proud to support organizations that contribute to the wellbeing of veterans and their families, including Honor Flight, the Face of America Cycling Challenge, Building Homes for Heroes and the Salute to Veterans event. #VeteransDay

Markets are euphoric after the election, but Chief Market Strategist @PhilBlancato warns investors that it's important to be prudent in your portfolio. Learn more on a new episode of #WeeklyMarketImpact. weeklymarketimpact.libsyn.com/weekly-market-…

#Advisor practices with more than $500 million in AUM offer 31% more services. By offering financial-planning-related services, advisors better position themselves to grow their practice by discovering held-away client assets. Grab your copy: cerulli.com/resource/finan… Osaic

Join us in welcoming Nova Wealth to #TeamOsaic!👋 "By joining Osaic, we're gaining even more independence, allowing us to more effectively choose the financial planning tools and resources that work best for our clients in helping them reach their goals." ow.ly/V1vr50U62yr

It's hard to believe that it's already been two weeks since we wrapped up #ConnectED24 - a three-day event that brought together over 7,000 attendees to discover more ways to partner with purpose, grow their business and connect with peers. See highlights: ow.ly/FG9750U69Hp

Advisors at Osaic are able to provide financial planning expertise leveraging our wealth of resources including our internal Financial Planning consulting team and National Planning Institute with in-house CFPs and credential experts. ow.ly/cr9o50U70jz