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.”
In this Swift Cam video interview from the 2024 MarketCounsel Summit, John... read more
John O'Connell was featured in this article from The Daily Upside where... read more
John O’Connell of the Oasis Group offers advice on how to approach... read more
For the 3rd year, The Oasis Group was named the winner of... read more
The Oasis Group CEO John O’Connell was quoted in this FA Upside... read more
John O'Connell was quoted in this article from WealthManagement.com that discusses the... read more
CEO John O'Connell was featured in this article from Wealth Solutions Report... read more
CEO John O’Connell was quoted in this FA Upside article from The... read more
CEO John O'Connell was quoted in this article in Family Wealth Report... read more
The Oasis Group was featured in this news release from TradePMR, published... read more
