22Feb
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29Nov
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
16Dec
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
26May
The WealthStack Podcast by WealthManagement.com: The Future of Investing with John O’Connell
In this episode of The WealthStack Podcast by WealthManagement.com, Shannon Rosic speaks... read more
17Oct
John O’Connell Featured in The Daily Upside: What Fidelity’s Data Breach Means for Advisors
CEO John O’Connell was quoted in this FA Upside article from The... read more
24Apr
John O’Connell Featured in Citywire: Where is the AI notetaker boom headed?
This article from Citywire dives into The Oasis Group's Peaks Research for... read more
07Sep
The Oasis Group Named a Finalist in Two Categories in the ThinkAdvisor 2024 Luminaries Awards
The Oasis Group was named a ThinkAdvisor 2024 Luminaries Awards Finalist... read more
05Feb
John O’Connell Interviewed on the ‘In the Money’ Podcast: The Future of Wealth Management – Predictions for 2025
In this episode of the 'In the Money' Podcast, host Rusty Sommer... read more
17Feb
John O’Connell Featured in Wealth Solutions Report: Oasis Group And Practifi Address CRM Selection In Research
The Oasis Group recently released a new white paper on customer relationship... read more
27Feb
John O’Connell Featured in RIABiz: Schwab’s new $5-per-RIA-client trading fees set to activate Tuesday
John O’Connell was featured in this RIABiz article discussing Schwab's new $5-per-RIA-client... read more
10Nov
John O’Connell Featured in Fiduciary Voices: Technology and AI Roundtable hosted by Financial Advisor Magazine
John O'Connell was featured in this Fiducary Voices article detailing an Executive... read more