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John O’Connell Published in ThinkAdvisor: 3 Ways to Store and Use Client Data
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O’Connell Published in Wealth Management Magazine: Will AI Replace Financial Advisors? Not Quite – But It Will Replace Their Tasks
John O'Connell was published in Wealth Management Magazine's 2025 Midyear Outlook issue,... read more
TradePMR Outlines Cybersecurity Challenges, Risks Faced by RIAs in New White Paper
TradePMR has published a new white paper for Registered Investment Advisers (RIAs)... read more
John O’Connell Featured in PlanAdviser: Matching a Wealth Platform to a Firm’s Business Model
The Oasis Group's Peaks Research for Wealth Platforms was highlighted and John... read more
John O’Connell Interviewed by WealthManagement.com at the 2025 Advyzon Conference: 2025 WealthTech Trends: AI, Cybersecurity, and the Future of Advisor Tech
John O’Connell discusses key trends shaping the industry with WealthManagement.com at the... read more
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
John O’Connell Featured in Barron’s: How Innovative Firms Are Training Next-Gen Advisors
John O'Connell was quoted in this article from Barron's Advisor discussing how... 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
Myriad Advisor Solutions Announces New Podcast to Help Small Business Owners Excel
Plus Goldman Sachs entrepreneurship certificate, South Africa conference and other news WAUKEE, Iowa, July 18, 2023 /PRNewswire/... read more
John O’Connell Published in Advisor Perspectives by VettaFi: The AT&T Data Breach: How Advisors Can Protect Their Firm and Their Clients
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more