Awards, News
The Oasis Group Named a Finalist in the Technology Disruptors Category of the 2024 WealthManagement.com Industry Awards
The Oasis Group was named a Finalist in the 2024 WealthManagement.com Industry...
Article, News
John O’Connell Featured in Financial Planning Magazine on AI Chatbots
In Financial Planning Magazine, The Oasis Group's John O'Connell expounds on the...
Peaks Perspective
The Strategic Imperative of Appointing a Chief Growth Officer
In the dynamic landscape of wealth management, the quest for sustainable growth...
Speaking
Wealth Management EDGE 2024: Cybersecurity Panel and CTO Think Tank
At the 2024 Wealth Management EDGE Conference in Hollywood, Florida, John O'Connell...
Article, News
John O’Connell Featured in Multiple Articles on AI from Financial Planning Magazine
The Oasis Group CEO weighs in on AI in wealth management, including...
Article, News
John O’Connell Published in Advisor Perspectives by VettaFi: A Guide for Using TikTok and Temu
The Oasis Group CEO John O’Connell wrote this bylined article that was...
Article, News
Advisors and New Technology: Advisor360° Newsletter featuring John O’Connell
The Oasis Group's John O'Connell was featured in this Connect360° newsletter from...
Webinar
John O’Connell a Panelist for NAPFA Webinar on How to Employ AI in 2024
The Oasis Group CEO John O'Connell joins a panel of industry experts...
Webinar
Behind the Headlines: Exploring the Latest Cybersecurity Challenges in Wealth Management
Are you prepared for the evolving threats facing the wealth management industry?...