Osaic Launches PlanningHub: Next-Level Comprehensive Financial Planning Resource for Advisors

The platform reinforces Osaic’s commitment to supporting their advisors’ growth with the education, tools and content to provide scalable financial plans.

SCOTTSDALE, Ariz.--(BUSINESS WIRE)--Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, announced today the launch of PlanningHub, a new platform that expands Osaic’s comprehensive suite of financial planning resources and helps advisors navigate the planning process with greater confidence. Backed by Osaic’s scale and modern technology, the platform empowers financial professionals to grow their businesses by providing access to resources with flexible support to best serve clients.

Harnessing Osaic’s deep institutional planning capabilities, PlanningHub complements financial planning with an intuitive, centralized library of resources, including client templates, educational videos and guides designed to help financial professionals confidently craft comprehensive plans that align with each client’s unique goals.

“At Osaic, we’re committed to supporting our advisors with the resources, support and technology they need to grow their businesses and better serve their clients,” said Joe Gaeckle, senior vice president of high-net-worth and financial planning solutions. “PlanningHub empowers our advisors to align their business goals with their clients’ goals—deepening relationships and unlocking new growth opportunities.”

The launch of PlanningHub underscores Osaic’s ongoing commitment to expanding its financial planning ecosystem and to delivering innovative, competitive solutions for advisors and their clients. Osaic also recently approved two AI-powered estate planning platforms, Wealth.com and Vanilla, which provide advisors the ability to deliver tailored estate plans, document summaries, dynamic visualizations and streamlined workflows to boost productivity and growth.

Looking ahead, PlanningHub will continue to expand, offering new content, interactive learning modules, AI-enabled planning tools and features tailored to various advisor learning styles and client segments.

To learn more about Osaic’s new Planning Hub, please visit Osaic.com.

About Osaic:

Osaic, Inc. (“Osaic”), a portfolio company of Reverence Capital Partners, is one of the nation’s largest providers of wealth management strategies, supporting approximately 11,000 financial professionals. Osaic’s mission is to create leading wealth management solutions that enhance lives and legacies. Visit www.osaic.com to learn more.

Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc. and Osaic Institutions, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Osaic Services, Inc. and Ladenburg Thalmann & Co., broker-dealers and members of FINRA and SIPC. Advisory services are offered through Ladenburg Thalmann Asset Management, Inc., Osaic Advisory Services, LLC. and CW Advisors, LLC., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc. are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.