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Wealth Advisor Daily
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Thursday, September 17, 2026The Morning Brief →Sign in
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Ed Obuchowski

In PWD coverage since August 27, 2026 · 1 story
PWD coverage
Moves

Osaic puts AI at the center of its retention pitch

A $2 billion recapitalization and a wave of exits set the stage for a technology hire that turns software into Osaic's retention story.
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