Osaic Adds $6B Navy Federal Investment Services To Institutions Platform

Published on January 28, 2025

The deal with Navy Federal indicates that Osaic is “open for business” in the large credit union space.

Continue reading on website
Other news

A Pitch to Small Indie Advisors: Serve Your Clients, and We'll Provide the Tools

January 28, 2025
Serving advisors who want to keep their independence is a "growing piece of the industry," Tom Prescott says.      Related StoriesToo Many Hats? Advisors Best Serve by Doing 'What They're Best at'Integrated Partners Buys $1B Retirement Firm in San DiegoKestra Financial to Replace President in April

Washington Gets to Work on a Budget

January 28, 2025
Tax and spending cuts will face Congressional roadblocks.