Oasis Group Mentioned in Wealth Solutions Report: Estate Planning, Entrepreneurial Spirit, The ‘Solo Advisor’ Myth And More

John O'Connell
06-16-26

The Oasis Group was mentioned in this “Letters from Larry” article in Wealth Solutions Report. The article cited our Estate Planning Report, calling it a “framework for evaluating platforms and aligning technology decisions with their business models, client complexity and growth strategies.”