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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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Deals Of The Day: The Latest In Wealth Management M&A – Clearlake, Pathway, Steward Partners

Hightower Builds Out Family Office

SEI Makes Raft Of Top-Level International, US Appointments

ANALYSIS: Is Private Equity Capital Losing Its Charm For Wealth Managers?

Who's Moving Where In Wealth Management? – Raymond James, TritonPoint

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UHNW Individuals’ AI Use Now Mainstream; Human Collaboration Still Matters

Matter Family Office Builds Regional Footprint

ANALYSIS: Is Private Equity Capital Losing Its Charm For Wealth Managers?

Cresset Names Head Of Family Office Services

The New Global Order May Not Be As Multipolar As Investors Think

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