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 financial advisor event anticipates a record number of attendees with a... read more
John O'Connell participated in a roundtable with other wealthtech leaders at... read more
CEO John O'Connell was quoted in this article in Family Wealth Report... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
This article in ThinkAdvisor recaps a white paper on liability management, authored... read more
John O'Connell authored this article in Wealth Solutions Report where he dissects... read more
John O’Connell, CEO and Founder of The Oasis Group recently offered insights... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
Flourish Studios created an animated bar chart titled the Biggest Fast Food... read more
The Oasis Group was featured in this news release from TradePMR, published... read more
