Osaic’s W Forum 2026 Spotlights Women Advisors with ‘Amplify’ Theme
Event summary
- Osaic’s 19th annual W Forum convened 600+ advisors, leaders, and partners in Scottsdale under the ‘Amplify’ theme.
- Four Women Forward Visionaries delivered TED Talk-style presentations after a competitive selection process.
- Event featured keynotes from Osaic executives, including CEO Jamie Price and newly appointed President Shannon Reid.
- Program included wellness sessions, market updates, and a community impact initiative with Strings for Hope.
The big picture
Osaic’s W Forum underscores the firm’s commitment to gender diversity in wealth management, a strategic priority as the industry faces advisor shortages and shifting client demographics. With over $14 billion in AUM under Reverence Capital Partners’ ownership, Osaic is positioning itself as a leader in advisor development programs that could differentiate it from competitors.
What we're watching
- Leadership Transition
- How Shannon Reid’s new role as President will impact Osaic’s advisor growth strategy.
- Industry Trends
- Whether Osaic can sustain momentum in advancing women advisors amid broader wealth management consolidation.
- Program Effectiveness
- The pace at which Women Forward initiatives translate into measurable business outcomes for participating advisors.
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