Bill Ugalde, Vice President of Wealth Management Platforms for Osaic, joined Julie Cooling, Founder and CEO of RIA Channel, to discuss how the firm leverages its scale, technology partnerships, and advisor-first approach to drive growth.
Ugalde says Osaic differentiates itself by combining its resources as one of the nation’s largest wealth management firms with a personalized, advisor-focused experience. Supporting more than 11,000 affiliated financial professionals and over $700 billion in assets under administration, the firm prioritizes advisor feedback and strives to create a more seamless business experience for advisors.
Ugalde highlights that Osaic’s goal is to provide access to more assets on its platform. He points to the firm’s long-standing partnership with Envestnet, as the firm’s deep platform integration offers access to the technology, investment managers, pricing, and support needed to grow assets on the platform. Looking ahead, he says Osaic is focused on leveraging AI to simplify workflows and expand its W-2 channel, while maintaining robust cybersecurity and a thoughtful approach to AI adoption to protect client data and build advisor confidence.
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