Osaic’s NXT Conference Spotlights Fintech and Advisor Innovation
Event summary
- Osaic’s 2026 NXT Conference took place in Boston on April 29, 2026.
- The event featured keynotes from Kathleen Burns Kingsbury and Kim Lear on generational wealth trends.
- New this year: the ‘NXT Changemakers’ program highlighted innovative financial professionals.
- Osaic showcased fintech solutions, including an AI-powered search tool and automated workflows.
The big picture
Osaic’s NXT Conference underscores the wealth management industry’s push toward digital transformation and advisor empowerment. As one of the nation’s largest providers, Osaic is positioning itself as a leader in fintech innovation, aiming to equip advisors with tools to better serve high-net-worth clients amid shifting generational priorities.
What we're watching
- Advisor Adoption
- How quickly advisors integrate Osaic’s AI-powered tools into their practices.
- Fintech Integration
- Whether the fintech solutions showcased gain traction beyond the conference.
- Generational Shifts
- The pace at which evolving client expectations reshape financial advice strategies.
Related topics