Related Posts
The Oasis Group Releases Research Report Analyzing Wealth Platforms
Read more about The Oasis Group's Peaks Research for Wealth Platforms,... read more
John O’Connell Interviewed on the Swift Cam at the 2024 MarketCounsel Summit
In this Swift Cam video interview from the 2024 MarketCounsel Summit, John... read more
John O’Connell Featured in WealthManagement.com on WealthTech Panel at RIA Edge LA: AI Agents Are Next Wave of Use for RIAs
John O'Connell played a prominent role as the moderator of a wealthtech... read more
John O’Connell Interviewed on the goRIA Podcast Fueled by InvestmentNews at Schwab IMPACT 2025
John O’Connell was interviewed by Chuck Failla on the goRIA Podcast Fueled... read more
John O’Connell Featured in Financial Planning Magazine: AI for Wealth Client Growth? Slowly But Surely
John O'Connell was quoted in Financial Planning Magazine, discussing how financial advisors... read more
John O’Connell Featured in Wealth Solutions Report: Modern Trust-Based Communication That Scales As You Grow
In this article by Marie Swift published in Wealth Solutions Report, she... 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 Published in Advisor Perspectives by Vetta Fi: Why You Can’t Segment Your Prospects (And Why That Means You’re Treating Everyone the Same)
John O'Connell authored this article for Advisor Perspectives by Vetta Fi where... read more
The Oasis Group Featured in TradePMR News Release on Yahoo! Finance
The Oasis Group was featured in this news release from TradePMR, published... read more
RIAs Weigh In: Three Tips for Advisors Evaluating Prospective Vendors
The RIA technology landscape is evolving rapidly - it seems like there... read more