The Oasis Group was featured in this news release from TradePMR, published in Yahoo! Finance, citing their performance in our Vantage Point Peaks Research for Custodian Platforms. Our research provides wealth management executives with an empirical analysis of the leading custodians’ capabilities, as well as an unbiased comparison of each custodian’s capabilities relative to others in the marketplace.
John O'Connell was recently interviewed by Wealth Management about Cybersecurity adoption... read more
In this article from InvestmentNews, John O'Connell shares his thoughts on the... read more
The financial advisor event anticipates a record number of attendees with a... read more
Independent advisors often have to build capabilities themselves through technology. John O'Connell... read more
John O'Connell shares valuable insights in this article from Financial Planning Magazine,... read more
John O'Connell discusses how wealth managers can use prompt engineering to get... read more
John O'Connell authored this article for Advisorpedia, where he discusses the AI... read more
John O'Connell authored this article for Financial Advisor, where he discusses Business... read more
John O’Connell authored this article in ThinkAdvisor, where he delivers a critical... read more
John O’Connell authored this article in Wealth Solutions Report, sharing how Kalshi... read more
