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The Oasis Group Earns Highest Client Satisfaction Rating for Data Warehouse Services in 2025 T3 / Inside Information Software Survey
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John O’Connell Featured in Citywire: Where is the AI notetaker boom headed?
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The Oasis Group Named a Finalist in Two Categories in the ThinkAdvisor 2024 Luminaries Awards
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John O’Connell Published in Wealth Solutions Report: Robinhood’s Wealth Management Push Is Redefining Access
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John O’Connell Quoted in InvestmentNews: AI wrap: Carson deploys in-house chatbot, Tifin launches AI agent platform
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John O’Connell Published in Advisor Perspectives by VettaFi: Every Wealth Manager Needs to Know About MOVEit
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John O’Connell Featured in Barron’s: Smaller Independent RIAs Face a Tough Choice: Scale Up, Sell Out, or Slow Down
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