Recently, John O’Connell published an article in Financial Advisor Magazine. The article discusses the risk Wealth Management firms run into when it comes to holding onto clients’ tax records. He asserts that, without proper document management, firms often expose themselves to major risk unnecessarily.
The Oasis Group CEO John O’Connell was quoted in this FA Upside... read more
CEO John O’Connell was quoted in this FA Upside article from The... read more
The Oasis Group's AI WealthTech Map was featured in the August 2024... read more
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John O'Connell authored this article in Advisor Perspectives by VettaFi where he... read more
The American Gaming Association's State of the States 2026 report put a... read more
The Oasis Group CEO John O’Connell was featured in an article in... read more
John O'Connell was featured in this Fiducary Voices article detailing an Executive... read more
John O'Connell wrote this bylined article in Financial Planning Magazine, sharing how... read more
