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 was quoted in this article from Citywire discussing the challenges... read more
CEO John O’Connell wrote this bylined article that was published in FinTecBuzz,... read more
John O’Connell was featured in this Family Wealth Report article highlighting his... read more
This article from Wealth Solutions Report recaps the 'Driving Growth Through AI-Enabled... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O'Connell was featured in this Financial Planning Magazine article covering a... read more
Developed by industry veteran John O’Connell, the courses are built to provide... read more
CEO John O’Connell was quoted in this FA Upside article from The... read more
John O’Connell was featured in this article from Wealth Solutions Report, recapping... read more
John O'Connell weighs in on the CFP's release of a "Generative AI... read more
