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The Oasis Group

In PWD coverage since September 23, 2026 · 2 stories
PWD coverage
practice

Consolidation stalls on the calendar and the calculator, not the client

Three studies show advisers chasing household assets without the hours or the numbers to back the pitch clients never hear.
advisers · Sep 23Advisers say they ask for more assets; 71% of clients say they were never asked
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