Business Transformation | 11.06.26

Osaic Taps Head of Indie Channel, Expands Nitrogen Partnership

by: Rob Burgess

Osaic appointed Tom Metzger to lead its Empowered Independence channel, Cindy Hamel to oversee business operations and execution, and Manish Shrivastava as chief marketing officer. Metzger succeeds Cindy Hamel, who will move into the role of head of business operations and execution, a newly established position intended to help ensure that the firm is turning strategy into execution across the business. Separately, Osaic expanded its partnership with Nitrogen, giving advisors access to six products covering risk, research, income, taxes, legacy planning and insurance, including Nucleus AI capabilities. The tools automate portfolio creation and retirement illustrations, with security controls restricting data access and requiring advisor approval before changes or information are sent.

Read the full article on Think Advisor