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The Oasis Group offers articles, research, interviews, and expert analysis on the trends shaping our industry. Explore our library for practical guidance relevant to your role and objectives.
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How to Manage the 4 Risks Hiding Inside Every AI-Heavy Portfolio
John O’Connell was recently published in Kiplinger, the third in his...
The CFTC Wants to Give Prediction Markets a Rulebook
John O’Connell was recently published in Investing.com on the CFTC’s June...
AI Just Exposed This Firm’s HR Secrets — Here’s How to Avoid It
John O’Connell was recently a guest on the Modern Financial Advisor...
The Full Anatomy of a Loop, and How to Build One in Under Ten Minutes
A loop has five parts. Skip one and you do not get...
An Estate Planning Roadblock? Don’t Blame the Lawyers
John O’Connell was recently published on why estate planning really takes so...
The Trading Strategy Tax: Why Your Investment Approach Now Has a Price Tag
John O'Connell was recently published in PowerAdvice on how Schwab's new...
AI Is a Supply Chain Rather Than an Industry: Here’s Why
John O’Connell was recently published in Kiplinger, the second in his...
The $500 Million Tax Leak and Why State Budget Offices Are Starting to Notice
The American Gaming Association's State of the States 2026 report put a...
AI WealthTech Map: The Oasis Group’s Peaks Perspective on AI Wealth Technology
Access The Oasis Group's AI WealthTech Map, a resource that financial advisors...