CEO John O’Connell was quoted in this article from Barron’s Advisor discussing billing and fee structures for financial advisors, including why AUM fees continue to predominate: “The potential revenue is hard to resist. Other fee models tend to be associated with much-smaller advisory practices, because they’re not generating enough revenue to reinvest and grow beyond themselves.”
John O’Connell was quoted in this article from InvestmentNews discussing what new... read more
Independent advisors often have to build capabilities themselves through technology. John O'Connell... read more
John O'Connell was quoted in this article from RIABiz, discussing artificial intelligence... read more
John O’ Connell was interviewed for an 'On the Circuit' segment at... read more
In the article 7 Tips for Writing a Unique Value Proposition, John... read more
In this Swift Cam video interview from the 2024 Wealth Management EDGE... read more
John O'Connell was quoted in this article from Citywire discussing the challenges... read more
The Oasis Group CEO John O’Connell was quoted in this article in... read more
In this article from The Fintech Times examining how AI can... read more
The Oasis Group earned the highest client satisfaction rating in the Data... read more
