07.23.26

Osaic Deepens RISR Partnership

by: Leo Almazora

Osaic is expanding its partnership with business-planning platform RISR to provide its approximately 11,000 advisors with enhanced tools for helping business owners manage valuations, succession planning, exit strategies and risk protection. The move comes as millions of small and midsize businesses are expected to transition ownership over the next decade, creating significant demand for advisory support. RISR’s technology helps advisors integrate business assets into broader financial plans and identify planning gaps. The partnership also reflects Osaic’s broader focus on technology adoption, including AI-powered tools for financial planning and workflow automation. CEO Jamie Price said AI adoption among advisors has accelerated rapidly, requiring firms to remain flexible as new solutions emerge.

Read the full article on InvestmentNews