Osaic Announces $177 Million Team from TrustFirst to Launch New Firm in Knoxville

Osaic Affiliation Announcement: Osaic, Inc. has successfully affiliated with John Kennedy and his team from TrustFirst, bringing approximately $177 million in assets under administration.

Transition Benefits: The transition allows Kennedy's team to leverage Osaic’s scale, support, and technology, enabling them to focus more on client service rather than back-office operations.

Industry Trend: This move reflects a broader trend where 80% of independent advisors are seeking to outsource operational functions to enhance client service and growth.

Osaic's Positioning: Osaic aims to be the preferred choice for top advisors looking for an independent environment supported by robust infrastructure and resources for long-term success.