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 AUM to restructure investment operations or risk strategic irrelevance.
This article from InvestmentNews highlights the latest white paper from The Oasis Group - Scale to Win: Examining the RIA Growth Model - which focuses on principals and leadership teams at mid-sized firms, which face the tightest tension between growth and operational capacity.
This white paper from The Oasis Group, sponsored by AdvisorEngine, examines the RIA growth model and outlines the benefits of putting technology to work on those behind-the-curtain tasks that can be easily outsourced and automated. Discover a framework for making the decision honestly, including what delay actually costs.
John O'Connell was quoted in this article from RIABiz discussing how various wealth platforms are performing in their scramble to win the business of Morningstar Office users, in light of Morningstar's announcement that it will sunset Office in 2026 and steer clients toward Black Diamond.
John O'Connell was quoted in this article from InvestmentNews discussing Robinhood's acquisition of TradePMR and their plans to pursue the advisor business.
The Oasis Group CEO John O’Connell wrote this bylined article that was published in Advisor Perspectives by VettaFi, analyzing the landscape of RIA acquisition models in the industry.
The landscape of RIA acquisitions has transformed dramatically over the past decade. This analysis examines the primary models driving consolidation in the RIA space and explores their strategic implications for industry participants.
In this article from Financial Planning Magazine, John O'Connell weighs in on Robinhood's acquisition of TradePMR, noting that the move should benefit both parties and have a significant impact on the industry.
In this article from InvestmentNews, John O'Connell shares his thoughts on the Robinhood acquisition of TradePMR. This acquisition gives TradePMR a large infusion of cash for TradePMR to continue to enhance their custodian platform.
CEO John O'Connell was quoted in this article in Family Wealth Report discussing Envestnet's future after being purchased by Bain Capital, how they will review Envestnet's various software products, and more.
