Osaic Inc
09/14/2026 | Press release | Distributed by Public on 09/14/2026 10:27
Osaic Earns Industry Awards for Moments that Matter Campaign & Transition Dashboard
Osaic Earns Industry Awards for Moments that Matter Campaign & Transition Dashboard
Osaic was proud to be recognized as a winner in two categories at the 12th Annual WealthManagement.com Industry Awards ("Wealthies").
The Wealthies recognize organizations and individuals driving innovation and excellence across the wealth management industry.This year's programsawrecord-setting participation, withnearly 1,400 nominations from more than 500companies.
Osaic received awards in the following categories:
- Digital Marketing Campaign of the Year for the Moments that Matter campaign
- Transition Support for the Transition Dashboard
The award-winning Moments that Matter campaign was recognized for sharing the value of trusted advisor relationships and showcasing the profound difference advisors make for the individuals, families, and communities they serve. Through powerful storiestold by advisors helping clients navigate important milestones and shape lasting legacies, the campaign brought Osaic's mission to life while highlighting how the firm supports advisors.
Osaic'sTransition Dashboard was honored for enhancing the advisor transition experience through a streamlined, technology-enabled approach that provides greater visibility and support throughout the onboarding process. By simplifying key transition activities and improving access to critical information, the platform helps advisors spend less time managing administrative tasks and more time focused on serving clients and achieving success on their own terms.
Osaic-affiliated enterprise, Affiliated Advisors, was also recognized with a win for its Equity Uplift Program.
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Osaic Inc published this content on September 14, 2026, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on September 14, 2026 at 16:27 UTC. If you believe the information included in the content is inaccurate or outdated and requires editing or removal, please contact us at [email protected]