The RIA technology landscape is evolving rapidly – it seems like there are new platforms popping up daily to support nearly every aspect of an RIA’s operations. How do you evaluate new tech vendors?
The topic of environmental, social, and governance (ESG) investing is a polarizing... read more
John O'Connell was featured in this Fiducary Voices article detailing an Executive... read more
John O'Connell was quoted in this InvestmentNews article about RIA Intellectus Partners... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
In this video interview with industry reporter Chris Latham, John O'Connell discusses... read more
John O'Connell was published in Wealth Management Magazine's 2025 Midyear Outlook issue,... read more
This article in ThinkAdvisor recaps a white paper on liability management, authored... read more
The Oasis Group's John O'Connell was featured in this Connect360° newsletter from... read more
This article examines the challenges associated with the SEC’s proposed cybersecurity risk... read more
Financial advisors in The Oasis Group community have an exclusive opportunity to... read more
