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Oakfield Wealth Management Group

Oakfield Wealth Management Group

Wealth Managementwww.oakfieldwm.com

Search complete. 5 mentions across 5 episodes found for "Oakfield Wealth Management Group".

Sep 22, 2026

speaker_0HOST
6:21
Thank you so much for jumping on with us this morning.
speaker_0HOST
6:23
Philip Blancato, Chief Market Strategist, OSAIC, and President and CEO, Landon McBowman,
speaker_2UNKNOWN
6:28
coming
speaker_0HOST
6:28
up.
Ian WenikHOST
11:18
They've added a lot of advisors from firms such as Commonwealth, again, frequently mentioned on this podcast.
Ian WenikHOST
11:27
Not necessarily Osaic, but from Mercer, Mariner.
Ian WenikHOST
11:31
And so that's actually gotten them into some hot water.
Ian WenikHOST
11:33
I mean, they faced lawsuits from Mariner.
Phil BlancatoHOST
0:08
Hi, everyone.
Phil BlancatoHOST
0:08
My name is Phil Blancato, CEO and President of Latimer Thelman Asset Management, Chief Market Strategist for Osaic.
Phil BlancatoHOST
0:15
Welcome to another Weekly Market Impact.
Phil BlancatoHOST
0:18
Well, here we are just before Labor Day.
Andrew ForshGUEST
14:23
exposure to this.
Andrew ForshGUEST
14:24
They participated in the OSAIC recap earlier this year.
Andrew ForshGUEST
14:27
They just recently staked a small-time kind of RIA custody company, so clearly they're kind of eager to deploy capital around the space here.
Alex StegerHOST
14:36
Yeah, exactly.
Bill BloomGUEST
25:33
I mean, I've, you know, haven't done this on my own.
Bill BloomGUEST
25:36
I mean, the folks at my back office at Osaic have been incredible.
Bill BloomGUEST
25:41
I mean, our compliance team, I want to start there because I put out a ton of content over the years.
Bill BloomGUEST
25:46
So just our compliance team and our, our back office has been amazing, amazing, amazing, because without them, I couldn't be doing all this stuff.

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