Osaic’s New Tech Hire Shows The Next Advisor Fight Is Workflow
Osaic hired Stacie Nabedrick to lead advisor and client technology strategy as the firm pushes eQuipt, planning tools and scalable growth.
Raymond James Expands AI, But Its CEO Says Advisors Still Win On Trust
Raymond James is expanding Rai access, but CEO Paul Shoukry says advisor-client relationships still matter more than any AI bot.
Rai Shows Raymond James Wants AI To Fix The Advisor Workflow Problem
Raymond James launched Rai, a proprietary AI operations agent, as wealth firms race to improve advisor service and governance.
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 Says Advisors Are Adopting AI Faster Than Expected
Osaic CEO Jamie Price says advisors have quickly adopted Jump and Zocks AI tools as wealth firms race to improve advisor workflows.