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 of the Oasis Group offers advice on how to approach... read more
The Oasis Group earned the highest client satisfaction rating in the Data... read more
In this Swift Cam video interview from the 2024 Wealth Management EDGE... read more
In this article from Financial Planning Magazine, CEO John O’Connell discusses how... read more
Rain Maker’s Roundup host, Mark Iorio, takes a look at the financial... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
The Oasis Group's Peaks Research for Wealth Platforms was highlighted and John... read more
The RIA technology landscape is evolving rapidly - it seems like there... read more
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John O’Connell was quoted in this article from InvestmentNews discussing what new... read more
