Industry Publications Cover the Vantage Point Peaks Research Series

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28AugAugust 28, 2024

Multiple publications in the wealth management industry covered the launch of The Oasis Group’s Vantage Point Peaks Research Series, including Financial Planning Magazine, Citywire, Wealth Solutions Report, Family Wealth Report, T3 Tech Hub, and Fintech Futures. Click over to each publication for additional insights into what this research means for the custodian space and the wealth management industry as a whole.

30MarMarch 30, 2026

In this article from Barron's Advisor, John O'Connell discusses the biggest hurdles... read more

23SepSeptember 23, 2025

In this bylined article for Advisorpedia, John O'Connell examines the fundamental shortcomings... read more

20AugAugust 20, 2026

John O'Connell was recently featured in Professional Wealth Management with an... read more

29NovNovember 29, 2022

RIA client data comes in many forms – while some data may... read more

29SepSeptember 29, 2025

This article from Financial Planning Magazine gives an inside scoop on some... read more

06DecDecember 6, 2023

Industry thought leaders at T3 and Oasis Group partner with Sora Finance,... read more

08OctOctober 8, 2025

John O’Connell authored this article in ThinkAdvisor, where he delivers a critical... read more

24JulJuly 24, 2026

John O'Connell was recently featured in Kiplinger writing about how businesses... read more

27AugAugust 27, 2024

Learn more about the new Peaks Research series from The Oasis Group... read more

09MarMarch 9, 2026

John O'Connell was interviewed on the goRIA Podcast fueled by InvestmentNews LIVE... read more