News
New Osaic AI Head Plans Claude for Financial Advisors Pilot Program

In an interview, Sayee Bellamkonda discussed Anthropic, data security and how increasing token costs weigh on AI-related developments.
Summary as published by WealthManagement.com
More on Osaic
Osaic hub →InvestmentNews · Nov 13, 2:57 PM ET
Osaic in talks with Anthropic as AI reshapes advisor workforceCitywire RIA · Nov 12, 5:11 AM ET
19-person team leaves Osaic to form New York RIA with RayJayFinancial Advisor Magazine · Nov 11, 1:45 AM ET
$800M Osaic Ensemble Launches Its Own RIAWealth Solutions Report · Nov 10, 9:21 AM ET
Deals & Recruiting Roundup: Pallas, Cleros, Mercer, Raymond James And More
Financial ADVSR links to reporting from across the industry. This story was reported by WealthManagement.com. Financial ADVSR is not affiliated with WealthManagement.com. Updated every 10 minutes.