The Oasis Group Featured in Wealth Solutions Report: Oasis Group and AdvisorEngine Address How Advisors Can Overcome Growth Obstacles
This article from Wealth Solutions Report covers a new white paper from The Oasis Group and AdvisorEngine that explores automation trends that are forcing RIAs managing between $100 million and $1 billion in assets under management (AUM) to restructure investment operations or risk strategic irrelevance. The white paper, “Scale to Win: Examining the RIA Growth Model,” presents a framework for RIAs to overcome what the firms identify as an “operational paradox” that tends to stop growth.
