Osaic Wealth Adds RISR to Boost Financial Planning Tools
Osaic Wealth is expanding its financial planning capabilities through a new partnership with RISR. Here's what it means for advisors and clients.
In brief
Osaic Wealth is expanding its financial planning capabilities by partnering with RISR, a financial planning technology platform. The integration is designed to give Osaic Wealth's advisor network access to enhanced planning tools, according to a report from connectmoney.com. Specific details about the rollout timeline and feature set were not disclosed in the source.
Key Takeaways
Osaic Wealth is integrating RISR to expand its financial planning capabilities.
The partnership is aimed at enhancing tools available to Osaic Wealth's advisor network.
Detailed terms, pricing, and rollout timelines were not disclosed in the initial report.
Osaic Wealth and RISR: What the Partnership Signals
Wealth management firms across the country have been racing to upgrade their advisor technology stacks, and Osaic Wealth's move to bring on RISR fits squarely into that trend. By expanding its financial planning capabilities, Osaic Wealth signals an intent to deepen the resources its advisors can offer clients navigating retirement, investment, and long-term wealth strategy.
RISR has positioned itself as a financial planning technology provider focused on delivering sophisticated planning tools to advisor networks. The integration with Osaic Wealth represents a notable expansion of the platform's reach. For context on how fintech partnerships are reshaping the advisor landscape, the CFP Board has documented the growing role of planning technology in fiduciary practice standards.
Why This Matters in Washington
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Washington, DC's financial services community — stretching from K Street lobbying corridors to the Maryland and Virginia suburbs — is home to a dense concentration of wealth managers, federal employees planning for retirement, and financial advisors serving government contractors. Moves by major wealth platforms to upgrade planning tools carry direct relevance for DC-area clients who rely on independent advisors affiliated with large broker-dealer networks like Osaic Wealth.
Federal workers, in particular, face complex retirement planning decisions around programs like the Thrift Savings Plan. Enhanced financial planning platforms can help advisors better model those scenarios. The Department of Labor's Employee Benefits Security Administration has long emphasized that access to quality financial planning tools improves retirement outcomes for American workers — a standard that partnerships like this one aim to meet.
For DC-area residents evaluating financial advisors, understanding how advisor networks are investing in their planning infrastructure is increasingly relevant. Learn more about economic mobility and financial planning resources in our DC Power Players Index.
The Broader Fintech Context
The financial planning technology sector has seen sustained investment as broker-dealer networks compete to retain and recruit top advisors. Platforms that offer robust, integrated planning tools are increasingly viewed as a competitive differentiator. The Financial Industry Regulatory Authority (FINRA) has noted the expanding role of technology in compliance and client service delivery across wealth management firms.
Osaic Wealth's decision to expand with RISR reflects the broader industry push toward giving advisors more sophisticated, client-facing planning capabilities — a priority that resonates with the growing demand for comprehensive financial guidance among American households.
What is Osaic Wealth? Osaic Wealth is a wealth management and broker-dealer network that supports independent financial advisors across the United States.
What is RISR? RISR is a financial planning technology platform. Its integration with Osaic Wealth is intended to expand the financial planning tools available to Osaic's advisor network, according to connectmoney.com.
What does this partnership mean for financial advisors? According to the initial report, the partnership expands financial planning capabilities for Osaic Wealth's advisors. Specific features and benefits were not detailed in the source material.
Is this relevant to DC-area clients? Yes. Washington, DC has a large population of federal employees, contractors, and professionals who work with independent financial advisors. Enhancements to advisor planning platforms can directly affect the quality of guidance available to those clients.
Where can I read the original report? The original report was published by connectmoney.com.
The bottom line: Osaic Wealth is adding RISR's financial planning technology to its advisor platform. While the source report is brief and does not disclose specific terms or timelines, the partnership reflects the ongoing effort by large wealth management networks to equip their advisors with more powerful planning tools — a development worth watching for anyone who works with an Osaic-affiliated advisor.
What to watch next: Look for Osaic Wealth to detail the specific features RISR brings to its platform and how the rollout will reach advisors across its network. Follow our Power Moves coverage for updates on financial services developments affecting the DC market.
Reporting drawn from: connectmoney.com via Google News. Washington DC Magazine provides original analysis, DC-specific context, and editorial perspective beyond the source material.This article was produced with AI assistance and reviewed by WDCM editorial staff. Washington DC Magazine is committed to accuracy, transparency, and editorial integrity. If you believe any information in this article requires correction, please contact editor@washingtondcmagazine.com.
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CAN I KICK IT? screens New Jack City at the Sylvan Theater, Washington Monument, on Aug. 22. (Courtesy SHAOLIN JAZZ)
The live-cinema series CAN I KICK IT? returns to the National Mall this month with what its producers are calling the "Gangsters on the Mall" chapter of their free outdoor summer run. On Saturday, August 22, the SHAOLIN JAZZ production brings the 1991 crime classic New Jack City to the Sylvan Theater at the Washington Monument for a night of film, music, and community under the DC summer sky.
What sets the event apart is the sound. As the film plays, DJ 2-Tone Jones builds an original score in real time, reimagining one of the most iconic crime movies of the ’90s through hip-hop, soul, funk, and more. It is less a movie screening than a live performance built around the film.
The details:
Film: New Jack City (1991), with a live soundtrack by DJ 2-Tone Jones
When: Saturday, August 22 — seating opens at 7:30 p.m. (bring lawn chairs and blankets); film begins at 8:30 p.m.
Where: Sylvan Theater at the Washington Monument, Independence Ave SW & 15th St NW
A parking note from the organizers: expect road closures and restricted parking east of 14th Street NW due to a separate race event in the District. Roads west of 14th Street NW will be accessible and available for parking.
New Jack City is the second of three screenings in this year’s free CAN I KICK IT? outdoor series, which opened with Black Panther at Skyland Town Center and concludes with Scarface at the Lincoln Memorial on September 5. Produced by the Washington, DC-based multimedia arts company SHAOLIN JAZZ, the series has presented more than 150 live cinematic experiences at venues across the country, from Lincoln Center to SXSW.
"I wanted to be able to tell good stories with substance and remove the ‘ego’ out of the art," said Andrew Huang during a recent interview. Now, he’s building his career at the intersection of discipline, creativity and innovation.
Andrew Huang, founder of New Place Studios. (Courtesy photo)
As a Chinese American, Huang was reared with a deep respect for hard work, consistency and excellence. He describes his childhood as "not so affluent" and later attended college to hone his passion for videography. "In college I tried to do something I loved, which was video, but along the way I knew that I had to find a job. And so I thought, ‘what was the low hanging fruit to get to that stable 9 to 5 job?,’" he stated.
Later in life, Huang found himself working for corporations where his creativity was often limited, eventually leading to burnout. "I worked in a corporation for a long time and there were a lot of missing pieces. I wanted to fill in gaps missing in corporate video production," said Huang.
He later described how his upbringing and a mindset of "survival" led him toward a corporate career. However, his desire for balance and authentic storytelling ultimately pushed him to take the entrepreneurial leap.
"I founded a new place where you can create video and film with ‘substance and style,’" said Huang. His desire for work-life balance and passion for storytelling naturally evolved into a small business based in Virginia. With the launch of New Place Studios, the entrepreneur quickly found himself reconnecting with the values that would become the foundation of everything he creates behind the camera.
Huang said being a business owner has allowed him to first embrace himself. While others may see video as simply capturing moments, he sees it as a way to preserve stories that inspire, connect and leave a lasting imprint.
By combining cinematic visuals with cutting-edge production techniques and a keen understanding of branding, Huang helps organizations and individuals communicate their vision with purpose. He said understanding a client’s "why" serves as the compass for delivering the services they need.
One benefit of working with a small business, he said, is that clients get to see the production process unfold through a micro lens while working with the same faces throughout the entire project. "The work feels personal," said Huang.
Huang does not regret leaving behind the flash-over-substance mentality and corporate hustle culture. That does not mean the Asian American entrepreneur has been without challenges in the industry. "It’s relatively hard to find other Asian American creatives or people who would want to work with me in the DMV," said Huang.
He identifies the industry culture in which everyone is trying to blend in, creatives may fear displaying their Asian identity and some feel pressure to adopt an American corporate persona. He also points to what he describes as a level of gatekeeping within the industry. According to the U.S. Small Business Administration’s 2024 statistics, Asian American and Pacific Islander entrepreneurs own more than 3 million businesses and employ 5.2 million people in the United States.
After tapping into organizations such as SCORE, which offers free small business mentorship, New Place Studios has become a trusted creative partner throughout the DMV (Washington, D.C., Maryland and Virginia). The company produces a range of creative services, including commercials, corporate branding, documentaries, film, 2D animation, motion graphics and photography.
For Huang, entrepreneurship has become more than a departure from corporate life. It has given him the freedom to create with intention, build meaningful connections and tell stories that go beyond the surface.
The 2026 CAN I KICK IT? outdoor series. Poster courtesy of SHAOLIN JAZZ.
For three Saturdays this summer, some of Washington’s most familiar public spaces will do something they rarely do after dark: fill up with blankets, lawn chairs, and the sound of a movie being scored live, in real time. CAN I KICK IT?, the traveling “live cinema” series produced by the DC-based multimedia arts company SHAOLIN JAZZ, is bringing a free outdoor run to the city — pairing three era-defining films with an original soundtrack performed on the spot by DJ 2-Tone Jones.
The premise is what sets it apart from a normal screening in the park. Rather than simply pressing play, 2-Tone Jones builds a score as the film unfolds, pulling from hip-hop, soul, funk, jazz, rock, electronic music, and sounds from around the world. The result, the organizers say, is less a movie night than a one-time performance — the same film you know, wired to a soundtrack you have never heard and will not hear again. Guest DJs warm up the crowd starting at 7:30 PM before each 8:30 PM screening.
The 2026 outdoor schedule
All three events are free and open to the public.
Saturday, August 8 — Black Panther at Skyland Town Center. A pop-up marketplace and community activities kick off the evening; guest DJs at 7:30 PM, film at 8:30 PM. Marvel’s superhero epic gets a one-night-only live score in Southeast DC.
Saturday, August 22 — New Jack City at the Sylvan Theater, Washington Monument. Seating begins at 7:30 PM; the film starts at 8:30 PM. The 1991 crime drama plays out at the foot of one of the country’s most recognizable landmarks.
Saturday, September 5 — Scarface at the Lincoln Memorial. Seating at 7:30 PM; film at 8:30 PM. The series closes with Brian De Palma’s crime saga against the backdrop of the Memorial, scored live from start to finish.
First up: Black Panther at Skyland Town Center on August 8. Poster courtesy of SHAOLIN JAZZ.
A DC company with a national footprint
SHAOLIN JAZZ describes itself as a Washington-based arts company working at the intersection of music, film, art, and culture, and CAN I KICK IT? is its signature production. According to the organizers, the series has staged more than 150 live cinematic experiences around the country — at performing arts centers, museums, festivals, and cultural institutions including Lincoln Center in New York, SXSW, the Denver Center for the Performing Arts, Republic Square in Austin, the Tacoma Armory, and The Cary Theater.
“CAN I KICK IT? has always been about creating a shared experience,” said Gerald Watson, co-founder of SHAOLIN JAZZ. “When you combine iconic films with live music in public spaces, something special happens. People aren’t just watching a movie — they’re experiencing it together. That’s what makes these nights so memorable.”
Cinema as a community event
The DC run lands as cities across the country look for new ways to activate public space through arts and culture — and this series is a straightforward pitch for how to do it: take a landmark everyone already knows, add a film everyone has an opinion about, and let a live soundtrack turn the evening into something neighbors experience shoulder to shoulder. Families, film buffs, and music fans are all invited, and admission won’t cost a thing.
The CAN I KICK IT? outdoor series runs August 8, August 22, and September 5. All events are free; check SHAOLIN JAZZ (shaolinjazz.com) for the latest details and any weather updates before heading out.
