Osaic Launches High-Net-Worth Symposium to Sharpen Advisor Expertise…

Event summary

Osaic held its first High-Net-Worth Symposium from September 28-30, 2026, in Palm Springs, California.
The three-day event gathered advisors for advanced education, peer-to-peer best practice sharing, and direct access to Osaic’s capabilities.
Osaic announced new hires including Justin Bell (VP, Due Diligence), Kara Julian (SVP, Products & Platforms), and Jenn Adams (VP, Sales Enablement).
The Osaic Foundation introduced a new scholarship program for finalists in the Osaic Foundation Financial Literacy Challenge.

The big picture

Osaic’s inaugural High-Net-Worth Symposium underscores the growing demand for specialized support in serving affluent clients. As wealth management firms compete for high-net-worth business, Osaic is positioning itself as a leader in advisor education and community building. The event also highlights Osaic’s strategic focus on technology, with AI partnerships signaling a broader industry shift toward digital transformation in wealth management.

What we're watching

Advisor Retention: Whether Osaic’s investment in specialized advisor support can improve retention rates in a competitive wealth management landscape.
Technology Integration: How the AI session with Microsoft will influence Osaic’s future tech offerings and advisor adoption rates.
Client Differentiation: The pace at which advisors implement insights from the symposium to better serve affluent and ultra-affluent clients.