The Oasis Group Launches Research Series Analyzing Custodian Platforms and Other Wealth Management Service Providers
John O'Connell2024-08-27T17:21:17+00:00The Oasis Group recently launched a new research series called Vantage Point Peaks, which provides in-depth reports and competitive analysis on a range of service providers in the wealth management industry. The reports are designed to help wealth management firms become more informed buyers when breaking away or looking for new wealthtech solutions.
The first study of the research series, available now, is the Vantage Point Peaks for Custodian Platforms, which focuses on the registered investment adviser and broker-dealer custodian market and is available to RIA and BD executives, as well as family offices and private wealth firms, interested in new custodian relationships.
Click the link below to read the full news release in Yahoo! Finance.