The Oasis Group was mentioned in this “Letters from Larry” article in Wealth Solutions Report. The article cited our Estate Planning Report, calling it a “framework for evaluating platforms and aligning technology decisions with their business models, client complexity and growth strategies.”
Learn more about the new Peaks Research series from The Oasis Group... read more
Cyber criminals are becoming increasingly sophisticated. How can RIAs help ensure that... read more
This article examines the challenges associated with the SEC’s proposed cybersecurity risk... read more
John O'Connell played a prominent role as the moderator of a wealthtech... read more
The Oasis Group CEO John O’Connell was featured in an article in... read more
John O’Connell authored this article in Wealth Solutions Report, sharing how Kalshi... read more
John O'Connell is featured in this InvestmentNews article on how captive... read more
John O'Connell was quoted in this article from The Daily Upside where... read more
Plus Goldman Sachs entrepreneurship certificate, South Africa conference and other news WAUKEE, Iowa, July 18, 2023 /PRNewswire/... read more
In this video interview with industry reporter, Chris Latham, John O'Connell discusses... read more
