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Financial Advisory  + RIAs & Financial Advisors  |  November 24, 2025
Joe Palmisano
By: Joe Palmisano

Osaic Launches Platform to Expand Financial Planning Capabilities 

Osaic, Inc. announced the launch of PlanningHub, a new platform that expands the firm’s comprehensive suite of financial planning resources and helps advisors navigate the planning process with greater confidence. 

PlanningHub complements financial planning with an intuitive, centralized library of resources, including client templates, educational videos and guides designed to help financial professionals confidently craft comprehensive plans that align with each client’s unique goals. 

“At Osaic, we’re committed to supporting our advisors with the resources, support and technology they need to grow their businesses and better serve their clients,” said Joe Gaeckle, SVP of high-net-worth and financial planning solutions.” 

Reverence Capital Partners-backed Osaic also recently approved two AI-powered estate planning platforms, Wealth.com and Vanilla, which provide advisors the ability to deliver tailored estate plans, document summaries, dynamic visualizations and streamlined workflows to boost productivity and growth. 

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About Joe Palmisano

Joe Palmisano is editorial director of Connect Money, where he oversees daily coverage of alternative assets, direct investments, financial advisory and the economy. He brings three decades of experience as a financial journalist, analyst and portfolio manager. Before joining Connect Money, Palmisano wrote for The Wall Street Journal, covering foreign exchange, global fixed-income and equity markets. He later served as a senior research analyst and portfolio manager, producing market analysis and managing foreign exchange and U.S. equity portfolios for FX Concepts. His work has also appeared in SFO Magazine and CMT Association publications. Palmisano earned a bachelor’s degree in finance from The American University and holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.
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