wealth management advisors

Wealth management firm Osaic has appointed Sayee Bellamkonda as its Chief AI and Technology Officer. The move signals the company's push to place artificial intelligence at the center of its technology strategy as financial services firms race to modernize their platforms. Bellamkonda is expected to lead Osaic's AI initiatives and broader technology agenda across its advisor network.

Financial firms are working to make private markets operate more like public ones, with better pricing, liquidity and reporting. Industry commentary argues the real obstacle to wealth management advisors moving retail clients into private assets is not regulation but the lack of integrated fintech infrastructure to support access at scale.