Related Posts
7 Tips for Writing a Unique Value Proposition
In the article 7 Tips for Writing a Unique Value Proposition, John... read more
Do You Own Your Client Data? You May Be Surprised by the Answer
RIA client data comes in many forms – while some data may... read more
The Oasis Group Featured in Wealthtech Roundup from Wealth Solutions Report
In the November 2025 Wealthtech Roundup from Wealth Solutions Report, two of... read more
John O’Connell Interviewed on the goRIA Podcast Fueled by InvestmentNews at the 2026 T3 Technology Tools For Today Conference
John O'Connell was interviewed on the goRIA Podcast fueled by InvestmentNews LIVE... read more
The Oasis Group Named Top WealthTech Consultancy in WealthTech Americas Awards 2025
For the second year in a row, The Oasis Group has been... read more
John O’Connell Featured in Financial Planning Magazine: How Robinhood’s TradePMR acquisition changes the industry
In this article from Financial Planning Magazine, John O'Connell weighs in on... read more
John O’Connell Interviewed on the T3 Social Cam at the 2025 T3 Conference
John O’Connell stopped by the T3 Social Cam to share how he... read more
John O’Connell Interviewed on The Investipal Podcast: The Future of Wealth Management Tech: Winners, Losers, and What’s Changing
John O' Connell was interviewed on The Investipal Podcast discussing the changing... read more
John O’Connell Published in Wealth Solutions Report: Kalshi And The Rise Of Regulated Event-Contract Trading
John O’Connell authored this article in Wealth Solutions Report, sharing how Kalshi... read more
The Oasis Group Named a Finalist in the Technology Disruptors Category of the 2024 WealthManagement.com Industry Awards
The Oasis Group was named a Finalist in the 2024 WealthManagement.com Industry... read more