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 authored this article for Wealth Solutions Report, discussing how UHNW... read more
In this Swift Cam video interview from the 2024 Schwab IMPACT Conference,... read more
John O'Connell was recently featured in Advisorpedia arguing that firms misdiagnose... read more
The Oasis Group CEO John O'Connell was featured in this article in... read more
Independent advisors often have to build capabilities themselves through technology. John O'Connell... read more
John O’Connell authored this article in Wealth Solutions Report, sharing how Kalshi... read more
In this article from Financial Planning Magazine, CEO John O’Connell discusses how... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O'Connell was featured in this article from The Daily Upside where... read more
John O'Connell authored this article in Wealth Solutions Report where he dissects... read more
