Webinar
The Evolution of the CTO: Think Tank Insights Reshaping the Buy-Side
Join The Oasis Group and Syntax for a captivating fireside chat about...
Peaks Perspective
Why You Should Start Your Year With a Technology Assessment
Wealth management firms are grappling with an increasing demand for transparency, personalization,...
Article, News
8 Reasons to Focus on Wealthy Clients’ Debt – John O’Connell featured in ThinkAdvisor
This article in ThinkAdvisor recaps a white paper on liability management, authored...
Article, News
A New Frontier In Ransomware Tactics: BlackCat/ALPHV Exploits SEC Disclosure Rules
John O’Connell, CEO and Founder of The Oasis Group recently offered insights...
News, White Paper
New Paper on Liability Management Shows Financial Advisors How to Optimize Client Wealth
Industry thought leaders at T3 and Oasis Group partner with Sora Finance,...
Article, News
John O’Connell Featured in Wealth Solutions Report on Client Liabilities Management for Advisors
CEO John O'Connell was featured in this article from Wealth Solutions Report...
Peaks Perspective
Unlocking Success: Key Considerations for Selecting the Perfect Technologies for your Wealth Management Firm
Wealth management firms are grappling with an increasing demand for transparency, personalization,...
Article, News
John O’Connell Published in Advisor Perspectives by VettaFi: Where Does AI Fit in Your Firm’s Future?
The Oasis Group CEO John O’Connell wrote this bylined article that was...
Webinar
The Dangers of Disparate Data: Leveraging Technology to Consolidate Sensitive Information, Maintain Compliance and Better Protect Your Firm
Why do so many RIAs have compliance data stored in different places?...