The Oasis Group Featured in InvestmentNews: New report spotlights ‘operational paradox’ for mid-sized RIAs

This article from InvestmentNews highlights the latest white paper from The Oasis Group: Scale to Win: Examining the RIA Growth Model. Mid-sized RIAs are losing a disproportionate share of advisor time to investment operations work, and the firms that have not restructured those functions are operating at a structural disadvantage to peers that have. The new paper focuses on principals and leadership teams at firms managing between $100 million and $1 billion in AUM, which it argued faced the tightest tension between growth and operational capacity.

While The Oasis Group draws a line between outsourcing and automation, the paper says firms need both strategies – engaging a specialist in investment management while using rebalancing platforms, integrated billing, and compliance workflow tools – to eliminate the burden of recurring operational work.