Elevate your impact through the Women Forward Visionary Challenge! This is your opportunity to take the stage at W Forum and share one defining idea that has shaped your journey. 𝐀𝐩𝐩𝐥𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬 𝐝𝐮𝐞 𝐛𝐲 𝐎𝐜𝐭. 𝟏𝟔. Apply here: ow.ly/CeXK50X0jbr

ICYMI, here are some of the top stories from #ConnectED25 👉 ow.ly/LNs250X5aGR

With continued support from the Women’s Advisory Board, Women Forward will expand its formal mentorship program — for women, by women — at W Forum 2026. Apply today: ow.ly/caSb50X7P9k 𝘼𝙥𝙥𝙡𝙞𝙘𝙖𝙩𝙞𝙤𝙣𝙨 𝙙𝙪𝙚 𝙊𝙘𝙩. 𝟏𝟔. ow.ly/Bz6z50X7P9l

To understand what distinguishes high-performing advisors from their peers, we conducted a study of over 5,700 financial professionals. Our study found that most successful growth-oriented advisors gravitate toward 1 of 4 personas. Which persona are you? ow.ly/u1B150X7Vgi

Firms that rely on clunky old tech and outdated practices do their advisors a disservice. @Osaic_inc’s Matthew Schlueter offers guidance on how to do a refresh. #financialadvisors #AI #tech bit.ly/42uPYNE

Happy National Customer Service Week! 🎉 We're shining a spotlight on the members of #TeamOsaic who help our clients create moments that matter. Thank you for all you do!

We're excited to share that Pilot Rock has joined our growing network of independent advisors! “Affiliating with Osaic allows us to deepen [client] commitment by leveraging their industry leading technology and advisor support,” said Nathan Salhus. 📰: ow.ly/guVk50X8Ah1

Special guest Tobin Bennion joins the #OsaicTechnology podcast to discuss how leveraging AI in your practice can save up to 10 hours per week. Learn how to post client meeting workflows and identify tasks to benefit your client relationships: ow.ly/zskU50X7SZL

Tech-forward firms are not only delivering better client experience but also growing AUM faster than their counterparts. Time for RIAs to reevaluate their tools and tech practices, says Osaic's Matt Schlueter:

At Osaic, we’re grateful to partner with dedicated Financial Professionals like Mike Cohen. #OsaicMoments Moment 3,816 See how Mike’s financial advice has empowered three generations of clients. ow.ly/Xj7b50Xa2GQ

Through Service Excellence, we haven’t been just making tweaks in the areas of service, operations and technology; we’ve rolled out more than 150 meaningful improvements this year alone. Don't miss Matthew Schlueter's latest Service Excellence update: ow.ly/R6Aj50Xb6IK

On a new episode of #WeeklyMarketImpact, @PhilBlancato breaks down the recent market sell-off, GDP forecasts and the latest headlines impacting markets. 🎙️ ow.ly/hhTh50Xb7Ly

We're excited to be named a finalist for four ThinkAdvisor Luminaries Awards! Stay tuned, winners will be announced December 4. 𝘋𝘪𝘴𝘤𝘭𝘰𝘴𝘶𝘳𝘦𝘴: ow.ly/ehZP50XbmN1

We’re proud to introduce our High Net Worth Planning Council — an initiative bringing together financial professionals dedicated to elevating how we serve HNW clients. The council will focus on advancing sophisticated planning strategies and driving innovation.

Advisory firms that are "heavy users of technology" are outpacing their peers in terms of client and AUM growth. Still, which tools advisors use matters. Here are seven tools that are worth retiring. ow.ly/41iG50X9XAo

At Osaic, we recognize the profound impact you have on lives, families and communities through the meaningful relationships you build with your clients every day. See more #OsaicMoments: ow.ly/ShP450Xee6Z

On a new episode of #WeeklyMarketImpact, @PhilBlancato discusses: 7️⃣ Magnificent 7 valuations 🤖 Whether we're in an AI bubble 🏦 Government shutdown 📈 Success of the bond market Listen to the episode, here: ow.ly/Ue5B50XfAxo

On National Toastmasters Day, we celebrate the power of words, confidence & community. 🗣️ Our Toastmasters Club launched in June, and the members, ranging from novice to seasoned speakers, have built the skills to become better communicators & leaders. ow.ly/I1Hu50XgsMj

Please join us in welcoming Michael Grand to #TeamOsaic! "It's the best of both worlds: independence with the support of a team and the scale of Osaic." Learn more about the partnership: ow.ly/wIcf50Xh1XV

.@Zocksio Co-Founder and CEO, Mark Gilbert, joins the Osaic Technology podcast to discuss artificial intelligence and how it is affecting financial services. Learn how AI can turn client meetings into actionable insights and simplify administrative work. ow.ly/Xi0n50Xef0X