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News, Comment & Analysis results for The Oasis Group

Technology
March 10, 2026

T3 Tech Conference Prequel Tackles Hot AI Issues

Our US correspondent has been in New Orleans for a major annual technology conference that focuses

Strategy
October 7, 2024

ANALYSIS: Envestnet’s Future Under Bain Capital

Our US correspondent gets deep into the details of changes taking place at the firm that has been

Wealth Strategies
August 27, 2024

Custodians Want To Take Wealth Platforms Out Of The Equation – Report

Charles Paikert, FWR's US correspondent, looks at whether custodians are poised to make the wealth

M and A
July 12, 2024

Industry Expects Envestnet Restructuring After Bain Purchase

Our US correspondent delves into the story behind Bain Capital's purchase of Envestnet this week,

Technology
June 20, 2024

Hottest AI Use Case For Advisors: Note-Taking Apps That Generate Action Items

Our US correspondent gets into the details of AI and the use cases that it has, or may have, for

Comment & Analysis results for The Oasis Group

Award Winners

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Beacon Pointe Buys Three Firms As Purchases Continue

Elevation Point Takes Stake In Former UBS Team’s Las Vegas Practice

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Former JP Morgan Advisors Leaders Launch $18.6 Billion RIA

JP Morgan Lifts Long-Term Capital Market Return Forecast To 7 Per Cent

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“Family Offices Must Have Privacy As Their North Star” – Summit Report

Former JP Morgan Advisors Leaders Launch $18.6 Billion RIA

OPINION OF THE WEEK: US Action Keeps “De-Banking” Issue Bubbling

RIA M&A Volume Dips, But Demand For Large Firms Still Strong

Citigroup's Wealth Net Income Nearly Doubles On Higher Deposit Spreads

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