Firmwide innovations and AI-driven tools redefine flexibility, growth and the future of advice

Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management solutions, raised the curtain today on NXT 2025 (pronounced ‘next’), its annual event that brings together more than a thousand financial professionals, strategic partners, innovative technology partners and Osaic leaders to foster a vibrant, multigenerational community committed to innovation and transformation in wealth management. Guided by the theme “Empowering What’s NEXT in Wealth Management,” NXT 2025 sets the stage for bold ideas and breakthrough tools that enable advisors to build businesses as unique as the clients they serve.

With an emphasis on transformation, flexibility and advisor-centric innovation, the three-day experience signals a new chapter in how Osaic delivers on its mission of transforming wealth. NXT isn’t a traditional industry conference — it’s a future-focused forum for collaborative learning and actionable insights, built around real-world use cases and emerging technology. The event highlights the firm’s newest platform capabilities, thought leadership from fintech and energy executives and expanded experiences within Osaic’s Marketplace, including AI-powered tools and planning resources.

Building Resilience, Efficiency and Long-Term Advisor Impact

In his opening remarks from the mainstage, Jamie Price, chief executive officer of Osaic, welcomed attendees and reflected on the evolution of wealth management since 1983—from a transactional, elite-focused model to today’s AI-driven, tech-enabled landscape. He emphasized that modern advisors must blend digital fluency with deeply human, legacy-oriented guidance to succeed in a future where fewer advisors will manage significantly more wealth.

Platform Enhancements: Empowering Productivity, Choice and Smarter Growth

At NXT, Osaic also introduced several enhanced growth solutions to its platform, each designed to boost advisor autonomy, efficiency and growth. New and expanded solutions include:

• Flexible lending solutions – Advisors can now offer access to a Personal Credit Line, backed by non-qualified assets, plus a broad network of loan options through Osaic’s strategic partners.
• High-net-worth and financial planning solutions – Leveraging the integrated capabilities of Lincoln Financial’s National Planning Institute and Osaic’s Financial Planning solutions and talent, Osaic is expanding its financial planning offering through a collection of teams who specialize in providing advisor support through advanced planning consultations, high-net-worth strategies, guidance for dynamic planning technology and integration, and on-demand resources to elevate the financial planning experience.
• Enhanced marketing support – Advisors now have access to an increased number of marketing consultations, quarterly workshops on timely strategies and access to Highland Capital’s full suite of marketing materials, featuring content on life insurance, longevity planning and more. A self-service resource center has also been made available with toolkits, tutorials, and vendor directories. One-on-one marketing support is available through FMG’s ‘Do It For Me’ platform, which includes a dedicated concierge who helps execute a monthly content calendar on behalf of advisors .
• Support Academy Expansion – Inspired by the success of Wealth Advisor Academy, Osaic has launched the Wealth Management Support Academy – a four-month program for emerging support staff, with a focus on operational excellence and foundational skills.

These innovations reinforce Osaic’s commitment to delivering customizable, high-touch solutions that meet advisors where they are, enable time and efficiency in their businesses, and supercharge productivity and growth.

“Powering advisor productivity and growth is at the core of our strategy,” said Dimple Shah, executive vice president of Advisor Growth and Platform Solutions and executive sponsor of the NXT conference. “Everything we’re featuring at NXT – from technology tools to educational academies to brand storytelling – is designed to equip and inspire advisors to build a business on their own terms, with the strength of Osaic’s resources behind them.”

Throughout the remainder of NXT 2025, advisors will have the opportunity to gain actionable insights and a clear path to business growth. Osaic remains committed to being the premier partner and platform of choice—and to making wealth management transformational, not transactional.

For more information 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 solutions, supporting approximately 11,000 financial professionals. Osaic’s mission is to empower entrepreneurial advisors to build thriving businesses and fulfill their clients’ dreams. 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., and Osaic Advisory Services, LLC., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc. are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.

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