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.”
John O'Connell is interviewed on the Swift Cam at the 2025 Schwab... read more
The Department of Homeland Security has set up a page warning of... read more
Cyber criminals are becoming increasingly sophisticated. How can RIAs help ensure that... read more
Learn more about the new Peaks Research series from The Oasis Group... read more
John O'Connell wrote this bylined article for Advisor Perspectives by VettaFi, where... read more
In this Swift Cam video interview from the 2025 Wealth Management EDGE... read more
In Financial Planning Magazine, The Oasis Group's John O'Connell expounds on the... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
The latest white paper from The Oasis Group, 'Agentic AI in Wealth... read more
In the November 2025 Wealthtech Roundup from Wealth Solutions Report, two of... read more
