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John O’Connell Featured in InvestmentNews: What new RIA’s should be prioritizing in 2025
John O’Connell was quoted in this article from InvestmentNews discussing what new... read more

Do You Own Your Client Data? You May Be Surprised by the Answer
RIA client data comes in many forms – while some data may... read more

John O’Connell Featured in Financial Planning Magazine: CFP Board addresses AI risk with new ethics guide
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The Oasis Group’s AI WealthTech Map Highlighted in Wealth Solutions Report
The Oasis Group's AI WealthTech Map was featured in the August 2024... read more

John O’Connell Published in FinTecBuzz: How Artificial Intelligence Will Revolutionize the Wealth Management Industry
CEO John O’Connell wrote this bylined article that was published in FinTecBuzz,... read more

John O’Connell Published in Wealth Solutions Report: The AI Agent Is Only As Smart As Your Workflow
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John O’Connell Published in Advisor Perspectives by VettaFi: Prepare for the Changing Landscape in Cybersecurity
This article examines the challenges associated with the SEC’s proposed cybersecurity risk... read more

John O’Connell Featured in Barron’s: How Innovative Firms Are Training Next-Gen Advisors
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John O’Connell Featured in The Daily Upside: What Fidelity’s Data Breach Means for Advisors
CEO John O’Connell was quoted in this FA Upside article from The... read more

John O’Connell Published in Advisor Perspectives by VettaFi: Every Wealth Manager Needs to Know About MOVEit
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more