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Financial Advisory  + RIAs & Financial Advisors  |  November 24, 2025
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. 

Read More News Stories About: Osaic
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About Joe Palmisano

Joe Palmisano is Editorial Director for Connect Money, where he brings nearly three decades experience of market insights as a financial journalist, analyst and senior portfolio manager for leading financial publications, advisory firms, and hedge funds. In his role as Editorial Director, Joe is responsible for the selection of content and creation of daily business news covering the financial markets, including Alternative Assets, Direct Investment and Financial Advisory services. Before joining Connect Money, Joe was a financial journalist for the Wall Street Journal, regularly publishing feature stories and trend pieces on the foreign exchange, global fixed income and equity markets. Joe parlayed his experience as a financial journalist into roles as a Senior Research Analyst and Portfolio Manager, writing daily and weekly market analysis and managing a FX and US equity portfolio. Joe was also a contributing writer for industry magazines and publications, including SFO Magazine and the CMT Association. Joe earned a B.S.B.A. in Finance from The American University. He holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.
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