John O’Connell Quoted in The Daily Upside: Wealthtech Innovation Is Becoming Advisors’ Biggest Frustration
Independent advisors often have to build capabilities themselves through technology. John O'Connell...
Peaks Research for Estate Planning Platforms
The fifth study of our Peaks Research series provides a comprehensive analysis...
John O’Connell Quoted in Family Wealth Report: Software Shakeup: New AI Category Disrupting Notetakers, CRM
John O'Connell was quoted in this article from Family Wealth Report, examining...
The Oasis Group Featured in Wealth Solutions Report: Oasis Group and AdvisorEngine Address How Advisors Can Overcome Growth Obstacles
This article from Wealth Solutions Report covers a new white paper from...
The Oasis Group Featured in InvestmentNews: New report spotlights ‘operational paradox’ for mid-sized RIAs
This article from InvestmentNews highlights the latest white paper from The Oasis...
John O’Connell Published in Advisor Perspectives by VettaFi: The Rise of AUM Fees: Why the Next Market Correction Puts the Model at Risk
John O'Connell authored this article for Advisor Perspectives by Vetta Fi where...
Scale to Win: Examining the RIA Growth Model
This white paper from The Oasis Group, sponsored by AdvisorEngine, examines the...
The Talent Crisis vs. The Millionaire Boom: How AI Will Decide Which Wealth Firms Survive
The wealth management industry is headed for a collision between unprecedented demand...
John O’Connell Published in Wealth Solutions Report: No Examiner Is Coming. That Doesn’t Make Family Offices Safe.
John O'Connell authored this article for Wealth Solutions Report where he discusses...