Looking Back to Look Ahead: 3 Fund Takeaways From 2025

Published on December 16, 2025

Preparing for the new year? It helps to look back on the big stories in fund management that can inform plans for 2026.

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$1.1B Osaic 1099 Affiliate Shifts to W-2 Employee Model

December 16, 2025
California-based Veater Financial will now operate under Osaic’s W-2 employee model, maintaining its brand name.

Pro Bono Advisors Take On Financial Barriers for Formerly Incarcerated

December 16, 2025
Through partnerships with the Foundation for Financial Planning, advisors are finding ways to help individuals leaving prison (and those released after wrongful convictions) overcome systemic barriers, including in credit and retirement savings.