In today’s rapidly evolving advisory landscape, understanding the shifts in custody services and wealth technology platforms is critical to making informed business and client-service decisions. In this data-driven session, John O’Connell, Founder and CEO of The Oasis Group, will unpack key findings from his firm’s two most anticipated industry analyses — the Custody Report (published in late Q3 2024) and the Wealth Platform Report.
Attendees will gain insight into how leading custodians and platform providers are responding to advisor demands for integration, scalability, and compliance efficiency. John will also explore how firm size, business model, and client demographics influence the selection of custodial and technology partners — and what these trends signal for the independent advisory space heading into 2025.
Key Learning Takeaways
- Review the most significant findings from the 2024 Custody Report, including pricing, service models, and advisor satisfaction trends.
- Examine highlights from the Wealth Platform Report, with a focus on integration, digital experience, and emerging tech capabilities.
- Understand how evolving custody and platform dynamics are reshaping advisor workflows and profitability.
- Identify actionable insights to guide your firm’s technology and custodian strategy in 2025.