Market research

Osaic's Research team, led by Phil Blancato, Chief Market Strategist at Osaic and Chief Executive Officer at Ladenburg Asset Management, is pleased to offer the following ongoing resources for you and your clients.

Questions? Contact research@osaic.com or call 800-995-5267. 
For client-facing materials, please visit osaic.com/market-research
Market commentary for Financial Professionals
Monthly Market Call
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Most recent market call
April 2025
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Monthly commentary
March 2025
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Free advisor managed program models available on WMP
Osaic Research Guidance Models
The Osaic Research Guidance Models are risk-based investment models which have been designed using research and insight of the Osaic Research Team, led by Chief Market Strategist, Phil Blancato. These five models use mutual funds to serve client profiles ranging from conservative to aggressive and mirror the Ladenburg mutual fund managed portfolios. These models are available to use at no charge in the Advisor Managed Program through WMP.
Current Guidance Models

As of Mar. 31, 2025
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Changes to Guidance Models

As of Mar. 31, 2025
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Osaic Research Allocation Models
The Osaic Research Allocation portfolios are risk-based investment models which have been designed using research and insight of the Osaic Research Team, led by Chief Market Strategist, Phil Blancato. These five models offer guidance applicable to client profiles ranging from conservative to aggressive and allow advisors to implement the funds of their choice from the top-rated mutual funds and ETF lists. These models are available for use at no charge in the Advisor Managed Program through WMP.
Current Allocation Models

As of Mar. 31, 2025
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Changes to Allocation Models

As of Mar. 31, 2025
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Top-rated funds lists
The Top Rated List feature funds which are selected based on a proprietary scoring and selection methodology representing Morningstar asset class categories. This process is designed to help you narrow the wide universe of fund options to a smaller, more manageable, and high-quality selection.
Top Rated Mutual Funds List

As of March 31, 2025
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Top Rated ETFs List

As of March 31, 2025
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Top Rated Lists Fund Selection Screening Criteria
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May spotlight funds
 Columbia Balance Fund I (CBALX)
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 BNY Mellon Dynamic Value Fund I (DRGVX)
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Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Osaic Institutions, Inc., Osaic FA, Inc., and Osaic FS, Inc., LLC, broker-dealers, registered investment advisers, and members of FINRA and SIPC.Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Osaic Institutions, Inc., Osaic FA, Inc., and Osaic FS, Inc. broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Osaic Services, Inc. and Ladenburg Thalmann & Co., broker-dealers and members of FINRA and SIPC. Advisory services are offered through Ladenburg Thalmann Asset Management, Inc., and Osaic Advisory Services, LLC., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc. are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.

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