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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 – MAI Capital Management, Waypoint Wealth Counsel

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Remembering Stephen “Steve” Prostano

Stocks, Luxury Goods To Benefit, Traditional Collectibles Will Suffer In Great Wealth Transfer – Study

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Great Advisors, Retaining Talent And Serving Families – In Conversation With Michael Zeuner

Tech-Human Blend Is Critical In Investment, Wealth Management – BlackRock

Remembering Stephen “Steve” Prostano

Ultra-Wealthy Investors Shelter In Cash Amidst Volatility – Citi Private Bank

Why Infrastructure Deserves Place In Wealth Portfolios

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