Broker Check

Progress on Osaic Service Issues and Our Path Forward


This week, Brian Heapps and Dave Reichert had an insightful interview with Liam House-Myers, Osaic's VP of Service, focusing on the current state of Osaic and our journey ahead. We encourage you to watch the attached interview where we discussed the following key areas:

Service Issues: Discover what proactive measures are being taken to enhance your experience and address any existing challenges.

Consolidation to One Broker Dealer: Gain a deeper understanding of the implications and benefits behind the scenes as we consolidate into one broker dealer.

Progress: Learn about our timeline and milestones as we strive to reach the desired state we envision for Osaic's operations.