News & Insights — Oxford News
Stay current on all the latest Oxford Financial Group, Ltd.,™ news and events. Check back regularly as new articles, press releases and event information will be updated regularly.
- April 25, 2013
Forbes Magazine
“Oxford Financial Group, Ltd. Ranked #6 RIA in Forbes Magazine's Top 50 Wealth Managers List”
This ranking was published with an article titled, The Biggest, Fastest Growing and Emerging Talent, which describes the growth of assets in the RIA channel and the decreasing market share in the wirehouse channel.
- January 15, 2013
Financial Planning Magazine
“Oxford Financial Group, Ltd. Named #1 RIA in Financial Planning Magazine's Top 50 Fee-Only RIAs.”
- January 15, 2013
Financial Planning Magazine
“RIA Leaders: The Price of Independence”
Oxford's CEO and Managing Director, Jeffrey H. Thomasson, featured in Financial Planning Magazine.
- September 12, 2012
Oxford Financial Group Press Release
“Elizabeth A. Schlueter, J.D., Joins Oxford Financial Group, Ltd. ™ ”
- August 1, 2012
Financial Advisor Magazine
“Upside Risk, Europe As Great Investment Opportunity, And Other Contrarian Thoughts.”
Mark M. Green, CFA, featured in FA Magazine.
- June 20, 2012
“Mark M. Green, CFA to Speak at the 3rd Annual Innovative Alternative Strategies Conference on July 30-31 in Denver, Colorado.”
- June 1, 2012
June - July Worth Magazine
“Should I Consider Asia Bonds, Given Today's Low Interest Rates?”
- April 2, 2012
April - May Worth Magazine
“How Do I Manage Multiple Financial Advisors?”
- March 15, 2012
Oxford Financial Group Press Release
“Oxford Financial Group, Ltd. Opens Doors to New Office In Downtown Cincinnati to Better Serve Area Clients”
- February 1, 2012
February - March Worth Magazine
“What Are the Best Ways to Take Advantage of the $5.12 Million Gift Tax Exemption in 2012?”
- January 16, 2012
Oxford Financial Group Press Release
“PayLink Mayfair, Inc. Acquires PayLink Payment Plans, LLC, Through Investment Entity Created and Led by Oxford Financial Group, Ltd.”
- January 5, 2012
Financial Planning Magazine
“Oxford Financial Group's 'First-Tee' People Strategy”
- January 1, 2012
Financial Planning Magazine
“The Largest RIAs Race To Scale”
Oxford's CEO and Managing Director, Jeffrey H. Thomasson, featured in Financial Planning Magazine.
- January 1, 2012
Financial Planning Magazine
“Financial Planning Magazine Names Top 50 RIAs”
Oxford Financial Group, Ltd. ranked #2 in the country.
- December 1, 2011
December - January Worth Magazine
“How do I Invest in Commodities, Natural Resources and other Real Assets?”
- November 28, 2011
PR NewsWire
“Managing Director, Michael S. McHugh, Earns the Certified Exit Planning Advisor (CEPA) Credential.”
- October 23, 2011
Investment News
“Value Stocks Best Bet to Navigate Choppy Seas”
- October 1, 2011
October - November Worth Magazine
“How do I choose a guardian? Should that person also serve as personal representative and/or trustee?”
- September 28, 2011
Financial Advisor Magazine
“Due Diligence Key To Protecting Clients From European Debt Crisis ”
Mark M. Green, CFA, featured in FA Magazine.
- September 14, 2011
RIABiz
“Giant Indiana RIA is the latest to take a bite out of Wells Fargo's UHNW unit”
- September 13, 2011
Oxford Financial Group Press Release
“Lowry Hill Partners Join Oxford Financial Group in Minneapolis and Chicago Offices”
- September 6, 2011
Forbes
“How To Make Cold Calls Pay Off”
Jeffrey H. Thomasson, CEO and Managing Director of Oxford Financial Group, Ltd., featured in Forbes' "Secrets of the Self-Made".
- August 15, 2011
Worth Magazine
“What tools are available to investors to help defend portfolios against inflation?”
- August 12, 2011
“Robert L. Schaefer, CFA, CFP® to speak at the InvestmentNews Alternative Investments Conference in Chicago on October 3”
Alternative Approaches to Equity and Debt - and New Ways to Include Commodity Exposure
- August 9, 2011
Advisor One
“2011 Top Wealth Manager Rankings”
Oxford Financial Group, Ltd. named #1 in the country.
- August 8, 2011
Bloomberg Markets Magazine
“The Top 50 Family Office Firms”
Oxford Financial Group, Ltd. ranked #12 in the country.
- August 8, 2011
Bloomberg Markets Magazine
“Top Firms by Asset Growth”
Oxford Financial Group, Ltd. ranked #3 in the country.
- July 28, 2011
Bloomberg
“Dynasty Trusts Let U.S. Wealthy Duck Estate, Gift Taxes Forever”
Oxford's CEO and Managing Director, Jeffrey H. Thomasson, may pass on more than $100 million to heirs using an estate-planning strategy for avoiding gift and estate taxes.
- July 1, 2011
Financial Advisor Magazine
“2011 RIA Ranking”
Oxford Financial Group, Ltd. ranked #4 in the country.
- July 1, 2011
Registered Rep Magazine
“Value-Added Service: Top 50 Wealth Manager RIAs”
Oxford Financial Group, Ltd. ranked #6 in the country.
- June 1, 2011
Worth Magazine
“My family wants to set up a foundation. What should we take into account now to minimize conflicts in the future?”
- May 11, 2011
“Mark M. Green, CFA to speak at Innovative Alternative Strategies conference in Chicago on June 21-22. ”
- April 2, 2011
Indianapolis Business Journal
“Who's Who in Banking and Finance”
- April 1, 2011
Worth Magazine
“What are common mistakes individuals make after inheriting an estate?”
- March 21, 2011
“Robert L. Schaefer, CFA, CFP® to speak at Innovative Real Estate Strategies Conference on March 28”
- March 15, 2011
RIA Ranking ~ Investment News
“Top fee-only RIAs ranked by relative growth in discretionary AUM”
- February 1, 2011
Worth Magazine
“What are common mistakes that even seasoned investors make?”
- January 24, 2011
“Oxford Financial Group Acquires Crowe Wealth Management: Will Maintain Office in Grand Rapids”
- January 13, 2011
Forbes.com
“One of the most successful RIAs in the country is making hay in America’s bread basket.”
- December 1, 2010
Worth Magazine
“How do I assess my risk tolerance when it comes to investing?”
- November 11, 2010
Financial Advisor Magazine
“Inside Oxford – How Jeff Thomasson built Oxford Financial Group into a powerhouse”
- October 1, 2010
Michigan Avenue Magazine
“Meet four Chicago businessmen who manage colossal cash heaps, including Oxford’s Charles Heekin.”
- October 1, 2010
Investments & Wealth Monitor
“Asset Protection by Lorelei M. Tolson, CPA/PFS, CFP®, CIMA ”
- October 1, 2010
Worth Magazine
“What does it really mean to be an independent financial advisor?”
- June 10, 2010
“Goldman Sachs, Tim Donaghy & Conflicts of Interest by Robert M. Twitchell, CFA”
- May 15, 2009
Cincinnati Business Courier
“Investment Roundtable”
- March 6, 2009
Cincinnati Business Courier
“Wealth Protection Roundtable”
- January 22, 2009
Nonprofit News
“Profile: Mark Green, CIO, Oxford Financial Group ”
- January 1, 2009
Indianapolis Business Journal
“Keeping CALM in the STORM Emotional investors look to therapists, wealth managers”
- October 13, 2008
Indianapolis Business Journal
“ECONOMY: Crisis pits market timing against time in the market”
- October 6, 2008
Indianapolis Business Journal
“Top wealth advisers eye opportunities for investment gains, tax savings in wake of recent Wall Street unrest”
- October 1, 2008
Trust & Estates
“Top 100 RIAs in America”
- July 1, 2008
Wealth Manager Magazine
“The Eighth Annual "Top Dog" Report of Top Advisory Firms”
- July 1, 2008
Registered Rep Magazine
“America's Top 100 RIAs”
- July 1, 2008
Trust & Estates
“Gift Tax Nightmares”
- October 3, 2007
“Oxford Hires Robert W. Hauswirth to Launch Chicago Office”
- July 31, 2007
“Oxford Financial Ranked #1 Registered Investment Advisor in Nation”
- July 9, 2007
“Lorelei Tolson Joins Oxford Financial Group, Ltd.”
- July 1, 2007
Wealth Manager Magazine
“The Seventh Annual "Top Dog" Report of Top Advisory Firms”
- July 1, 2007
Registered Rep Magazine
“America's Top 100 RIAs”
- May 15, 2007
“Rick Davis, Formerly of Davis Homes, Joins Oxford”
- January 1, 2007
Indiana Business
“Earning the Fee”
Advantages of an independent, fee-only or fee-based financial advisory firm.
- October 1, 2006
Worth Magazine
“The Top 100 Wealth Advisors”
- September 29, 2006
“Oxford Financial Group Recognized by Worth Magazine”
- September 8, 2006
“Oxford Names Mark M. Green New Chief Investment Officer”
- August 30, 2006
“Oxford Financial Group Announces Parkway Purchase”
- July 1, 2006
Financial Advisor Magazine
“The Golden Age of Growth: Our Inaugural Ranking of Leading RIA Firms”
- July 1, 2006
Wealth Manager Magazine
“Top Wealth Managers”
- September 1, 2005
Bloomberg Wealth Manager
“Varsity Crew”
- July 1, 2005
Bloomberg Wealth Manager
“Wealth Masters”
Bloomberg’s Top Wealth Managers
- September 1, 2004
Bloomberg Wealth Manager
“Higher Ground”
Bloomberg’s first Multifamily Office Study
- August 23, 2004
Indianapolis Business Journal
“Firm tries to ‘democratize’ private equity”
Oxford Financial Group’s Savile Row line of products allow some individuals to invest more like institutions
- July 1, 2004
Bloomberg Wealth Manager
“The Champions”
Bloomberg’s Top Wealth Managers
- July 1, 2003
Bloomberg Wealth Manager
“Top Dogs”
Bloomberg’s Top Wealth Managers
- July 1, 2002
Bloomberg Wealth Manager
“Best in Show”
Bloomberg’s Top Wealth Managers
- July 1, 2002
Bloomberg Wealth Manager
“Supporting Cast”
article profiling Oxford Financial Group
- July 1, 2001
Bloomberg Wealth Manager
“Cream of the Crop”
Bloomberg's Top Wealth Managers
- December 1, 2000
Indiana Business Magazine
“The Inheritance Boom”