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News, research and market insights from our team of experts.
Stay current on all the latest Oxford news and events. Check back regularly for new articles, press releases and event information. For media inquiries, contact Liz Kiser
January 3, 2017
Financial Planning magazineOxford Financial Group, Ltd. ranked #1 in Financial Planning magazine’s list of Top 150 RIA Firms for the fifth year in a row.
January 3, 2017
Financial Planning magazineOxford Financial Group, Ltd. ranked #1 in Financial Planning magazine's RIA Leaders 2017: Top 20 firms list.
Financial Planning Magazine
December 22, 2016J.P. Simmons, Oxford's Director of Practice Management, is quoted in the Financial Planning magazine article "When Clients Jump to an RIA Competitor".
November 4, 2016
Exit Planning InstituteLorelei Tolson received the “Member of the Year” award from the Exit Planning Institute for her work founding and building the Indiana Chapter of the Exit Planning Institute.
October 20, 2016
Oxford Financial Group, Ltd., Association for Corporate Growth and the Central Indiana Chapter of the Exit Planning InstituteOxford Financial Group, Ltd. hosted a joint event, Preparing a Business For Sale, with the Association for Corporate Growth (ACG) and the Central Indiana Chapter of the Exit Planning Institute (EPI).
August 27, 2016
Barron'sOxford Financial Group, Ltd. Ranks #15 in Barron's Top 20 Independent Advisory Firms Ranking
July 6, 2016
CFA Society MinnesotaThe article Cognitive Dissonance: 5-Irons and Chasing Performance, by Jared Nishida, Senior Investment Strategist & Oxford Investment Fellow, is featured in a blog post on the CFA Society Minneapolis' website.
July 1, 2016
Financial Advisor magazineOxford Financial Group, Ltd. Ranks #13 in Financial Advisor magazine's 2016 RIA Ranking
June 25, 2016
Financial Planning magazineFinancial Planning magazine features Brexit perspective from Oxford Financial Group, Ltd.'s Senior Investment Strategist and Oxford Investment Fellow Brendan O'Sullivan-Hale
June 6, 2016
InvestmentNewsOxford Financial Group, Ltd. Ranks #8 in InvestmentNews’ List of Top Largest RIA’s
May 25, 2016
Faegre Baker DanielsKaren Mersereau, Managing Director at Oxford Financial Group, Ltd., to be panelist at this year's M&A 2016 Conference
January 4, 2016
Financial Planning magazineRIA Leaders 2016
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