Articles from Osaic, Inc.

Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management solutions, today announced the appointment of Saumya Bhavsar as chief legal officer and general counsel. Bhavsar previously served as vice president and head of legal at Meta FinTech, the business division of Meta leading the company’s financial services initiatives. In this capacity, she oversaw a global team of product and regulatory lawyers advising on Meta's payment products and activities.

Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management solutions, today announced that Ever Wealth, an Auburn, Indiana-based advisory firm with more than $170 million in client assets, has joined its expanding network of financial professionals. Ever Wealth’s decision to affiliate with Osaic was based on a shared commitment to accelerating growth and productivity while maintaining a focus on creating financial plans tailored to clients’ unique needs. Ever Wealth was founded by partners Nick Scheumann, Mark VandeVelde, and Andy Smith. Collectively, the three advisors have over 60 years of industry experience.