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 CEO John O'Connell was named a top financial professional... read more
In this article from The Daily Upside, John O'Connell provides exclusive insights... read more
Do you own your data? That may sound like a strange question.... read more
Read more about The Oasis Group's Peaks Research for Wealth Platforms,... read more
The latest white paper from The Oasis Group, 'Agentic AI in Wealth... read more
CEO John O’Connell was quoted in this FA Upside article from The... read more
The Oasis Group was awarded and named a top WealthTech Consultancy &... read more
In John O'Connell's latest bylined article published in Advisor Perspectives by VettaFi,... read more
The RIA technology landscape is evolving rapidly - it seems like there... read more
This article examines the challenges associated with the SEC’s proposed cybersecurity risk... read more
