Largest annual conference convenes more than 5,000 financial professionals for three days of innovation, insights and advisor-focused announcements

Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management solutions, yesterday kicked off ConnectED 2025, its flagship conference that brings together more than 5,000 participants, in person and virtually. The three-day program, which runs through September 16, features elevated networking, over 200 interactive breakout sessions, and marquee speakers Chip and Joanna Gaines, stars of HGTV’s Fixer Upper and founders of Magnolia.

Guided by the theme “Strengthening Connections, Empowering Wealth,” ConnectED sets the stage for the unveiling of Osaic’s:

• Refreshed mission: We create leading wealth management solutions that enhance lives and legacies, which reflects the meaningful impact financial advisors have on their clients’ lives.
• New brand tagline, Empowering Wealth, designed to help advisors, clients and the public better understand and connect with Osaic’s purpose in wealth management.
• Moments That Matter campaign, celebrating the powerful client moments and the financial advisors who create them. The campaign features real-life client stories from their advisors and will be shared via email, direct mail, industry publications, social media and more.

Every presentation, breakout session, and networking opportunity will reflect Osaic’s commitment to fostering meaningful connections, collaborative communities and shared success.

“ConnectED is a powerful reminder of the strength and impact of the Osaic community,” said Jamie Price, president and CEO of Osaic. “The moments our financial advisors create with their clients inspire us and the work they do strengthens our sense of accountability, fuels our urgency and reinforces our commitment to delivering leading wealth management solutions and support. It’s an honor to host our network of financial advisors, their support staff and our valued strategic partners at ConnectED.”

During the event, leaders from across Osaic will showcase how they are bringing their refreshed mission to life by:

• Equipping advisors with productivity, growth, and support solutions that enable a lasting impact for clients and themselves. This includes access to resources such as Business Coaching & Consulting, Wealth Advisor Academy, the Wealth Management Platform (WMP), succession planning resources, and Capital Solutions. Event content will also showcase Osaic’s holistic, human-centered approach to financial planning, backed by the deep expertise of the National Planning Institute, Ladenburg Thalmann, Highland Capital Brokerage and Premier Trust.
• Helping advisors focus on serving their clients and supporting their financial success by freeing up time and creating a smoother experience for all. Attendees will gain insights into ongoing progress on Osaic’s Service Excellence initiative, which embeds feedback into every aspect of the advisor and client experience; help shape Osaic’s future solutions and tech roadmap through hands-on collaboration; participate in live tech demos; and experience the future of Osaic’s AI-enabled capabilities, including intelligent search.
• Providing advisors flexible ways to partner with Osaic, so clients benefit from personalized, high-quality advice. The event will highlight Osaic’s affiliation model options, including the recently expanded Supported Independence (W2) option and the addition of the fee-only RIA CW Advisors; flexible platform architecture and choice; and integrated custodial choice options.

“Osaic is building the platform advisors deserve — one that powers productivity and growth, gives back time to focus on what matters most and creates flexible ways to partner with us,” said Greg Cornick, executive vice president, Wealth Management Solutions at Osaic. “Every product decision, support model and investment we make is grounded in a client-centric design built with advisors, not just for them. Together, we’re creating a platform that empowers advisors to design the business and legacy that works for them today and tomorrow.”

ConnectED concludes with an entertainment lineup featuring the All-Star Jam with Sugar Ray’s Mark McGrath, Uncle Kracker, Tommy DeCarlo of Boston and Zac Barnett from American Authors. The celebration continues at Hemisfair Park with a high-energy afterparty led by fan-favorite DJ Roonie G, returning for a third straight ConnectED finale performance.

To learn more about Osaic, please visit Osaic.com.

About Osaic:

Osaic, Inc. (“Osaic”), a portfolio company of Reverence Capital Partners, is one of the nation’s largest providers of wealth management strategies, supporting approximately 11,000 financial professionals. Osaic’s mission is to create leading wealth management solutions that enhance lives and legacies. Visit www.osaic.com to learn more.

Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc. and Osaic Institutions, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Osaic Services, Inc. and Ladenburg Thalmann & Co., broker-dealers and members of FINRA and SIPC. Advisory services are offered through Ladenburg Thalmann Asset Management, Inc., Osaic Advisory Services, LLC. and CW Advisors, LLC., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc. are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.

View source version on businesswire.com: https://www.businesswire.com/news/home/20250915717540/en/

"Osaic is building the platform advisors deserve — one that powers productivity and growth, gives back time to focus on what matters most and creates flexible ways to partner with us."