Oakfield Wealth Management Group
Wealth Managementwww.oakfieldwm.com
5
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5
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Search complete. 5 mentions across 5 episodes found for "Oakfield Wealth Management Group".
Sep 22, 2026
Blancato: Interest Rate Hike 'Irrelevant' in Current Market Environment
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6:21speaker_0HOST
Thank you so much for jumping on with us this morning.
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6:23speaker_0HOST
Philip Blancato, Chief Market Strategist, OSAIC, and President and CEO, Landon McBowman,
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6:28speaker_2UNKNOWN
coming
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6:28speaker_0HOST
up.
Decoding an RIA tech mega-merger
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11:18Ian WenikHOST
They've added a lot of advisors from firms such as Commonwealth, again, frequently mentioned on this podcast.
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11:27Ian WenikHOST
Not necessarily Osaic, but from Mercer, Mariner.
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11:31Ian WenikHOST
And so that's actually gotten them into some hot water.
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11:33Ian WenikHOST
I mean, they faced lawsuits from Mariner.
Weekly Market Impact: September 8 | Opportunities in Small Caps
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0:08Phil BlancatoHOST
Hi, everyone.
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0:08Phil BlancatoHOST
My name is Phil Blancato, CEO and President of Latimer Thelman Asset Management, Chief Market Strategist for Osaic.
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0:15Phil BlancatoHOST
Welcome to another Weekly Market Impact.
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0:18Phil BlancatoHOST
Well, here we are just before Labor Day.
AI comes for RIAs (in a good way!)
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14:23Andrew ForshGUEST
exposure to this.
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14:24Andrew ForshGUEST
They participated in the OSAIC recap earlier this year.
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14:27Andrew ForshGUEST
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.
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14:36Alex StegerHOST
Yeah, exactly.
Retire as You Desire with Bill Bloom | Financial Planner Search
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25:33Bill BloomGUEST
I mean, I've, you know, haven't done this on my own.
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25:36Bill BloomGUEST
I mean, the folks at my back office at Osaic have been incredible.
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25:41Bill BloomGUEST
I mean, our compliance team, I want to start there because I put out a ton of content over the years.
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25:46Bill BloomGUEST
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.