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.”
The Oasis Group's AI WealthTech Map was featured in the August 2024... read more
Millions of current, former, and prospective customers’ personal data has been compromised... read more
CEO John O'Connell was featured in this article from Financial Planning Magazine,... read more
John O'Connell weighs in on the new in-house chatbot from Carson Group... read more
In this Swift Cam video interview from the 2025 Advyzon Conference, John... read more
Industry thought leaders at T3 and Oasis Group partner with Sora Finance,... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O'Connell discusses how wealth managers can use prompt engineering to get... read more
John O’Connell was interviewed on the RIA Channel at the Schwab IMPACT... read more
