On September 12, Infinex announced that it will be rebranded to Osaic Institutions, Inc., starting October 23, 2023.
Advisor Group Rebrands As Osaic
December 5, 2023
On September 12, Infinex announced that it will be rebranded to Osaic Institutions, Inc., starting October 23, 2023. The firm’s parent company (formerly Advisor Group) has also adopted the new brand and name. Renata Schindler offers financial services through Osaic Institutions, Inc., located at Watertown Savings Bank.
This rebranding will not impact the way Renata Schindler works with her customers or their experience at WSB. Customers may notice the appearance of the new name and logo on materials from Osaic Institutions, but otherwise, they will not experience any changes. Systems and forms have been updated to reflect this new name.
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By bringing all eight of its wealth management firms together under one brand, Osaic will be better positioned to serve its financial professionals by offering them access to the full breadth of capabilities and expertise that the firm's growing scale provides. The simplified business structure will reduce complexity through a unified platform, technology stack, procedures, and support model.1
1 PR Newswire, June 21, 2023. https://www.prnewswire.com/news-releases/advisor-group-rebrands-as-osaic-301857077.html.
About Osaic Institutions, Inc.
Osaic Institutions, Inc. is an independent, full-service broker-dealer. The company was formed in 1993 by several community banks in collaboration with the Connecticut Bankers Association (CBA). Osaic Institutions is headquartered in Meriden, Connecticut. Members of Osaic Institutions senior leadership team average over 25 years of experience working with investment professionals in the bank and credit union channel. The company is dedicated to a Premier Service Experience and employs regional relationship managers and productivity coaches to work directly with financial professionals in the field.
Investment and insurance products and services are offered through Osaic Institutions, Inc. Member FINRA /SIPC
Osaic Institutions and the bank are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of, nor guaranteed or insured by, any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value including loss of principal.
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