The Oasis Group CEO John O’Connell was featured in an article in Financial Planning Magazine on how financial advisors can use social media compliantly to reach younger generations and take advantage of the great wealth transfer: “The most successfully growing firms know their ideal prospect and personalize their messaging to that prospect.”
The Oasis Group earned the highest client satisfaction rating in the Data... read more
The Oasis Group's AI WealthTech Map was featured in the August 2024... read more
In this article from The Fintech Times, John O'Connell discusses key trends... read more
John O'Connell played a prominent role as the moderator of a wealthtech... read more
John O'Connell was profiled by Authority Magazine, participating in a '5 Things'... read more
In this article from The Daily Upside, John O'Connell provides exclusive insights... read more
Check out John O'Connell's bylined article published in Advisor Perspectives by VettaFi,... read more
Millions of current, former, and prospective customers’ personal data has been compromised... read more
John O'Connell was featured in this Fiducary Voices article detailing an Executive... read more
John O'Connell was featured in this article from Barron's Advisor covering how... read more
