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 is quoted in this article from Financial Planning Magazine discussing... read more
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In this article from Barron's Advisor, John O'Connell discusses the biggest hurdles... read more
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The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
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