The Oasis Group was mentioned in this “Letters from Larry” article in Wealth Solutions Report. The article cited our Estate Planning Report, calling it a “framework for evaluating platforms and aligning technology decisions with their business models, client complexity and growth strategies.”
John O’Connell was interviewed by Chuck Failla on the goRIA Podcast Fueled... read more
The Oasis Group CEO John O’Connell was quoted in this article in... read more
John O'Connell discusses how wealth managers can use prompt engineering to get... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O’ Connell was interviewed for an 'On the Circuit' segment at... read more
John O'Connell authored this article for Advisor Perspectives by Vetta Fi where... read more
John O'Connell was quoted in this article from RIABiz discussing how various... read more
Read more about The Oasis Group's Peaks Research for Wealth Platforms,... read more
John O'Connell weighs in on the CFP's release of a "Generative AI... read more
In this video interview with industry reporter Chris Latham, John O'Connell discusses... read more
