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.”
In this article from InvestmentNews, John O'Connell shares his thoughts on the... read more
The Oasis Group was named a Finalist in the 2024 WealthManagement.com Industry... read more
John O’Connell stopped by the T3 Social Cam to share how he... read more
John O'Connell authored this article for Financial Advisor, where he discusses Business... read more
Are you ready to unlock the power of data for your RIA?... read more
TradePMR has published a new white paper for Registered Investment Advisers (RIAs)... read more
John O’Connell of the Oasis Group offers advice on how to approach... read more
Read more about The Oasis Group's Peaks Research for Wealth Platforms,... read more
John O'Connell participated in a roundtable with other wealthtech leaders at... read more
The Oasis Group was named the winner of the Thought Leadership and... read more
