Raymond James Loses Two Independent-Channel Leaders As Osaic Hires Shannon Reid
Osaic hired Shannon Reid from Raymond James as president and advisor-growth head, while Alex David left Raymond James for Equity Services.
Osaic Says AI Will Not Replace Advisors - But It May Change Their Hardest Work
Osaic says AI will not replace human advisors, but it could reshape investment research, selection and documentation.
Osaic’s Executive Shake-Up Puts Its Growth Story Back Under The Microscope
Dimple Shah is leaving Osaic as the firm manages leadership changes, platform consolidation and its next phase of growth.