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.”
Summary: John O'Connell was featured in this article from Financial Planning Magazine... read more
John O'Connell was quoted in this article from RIABiz, discussing artificial intelligence... read more
John O'Connell authored this article for Advisor Perspectives by Vetta Fi where... read more
John O'Connell was interviewed by Chuck Failla on the goRIA Podcast Fueled... read more
John O’Connell wrote this bylined article that was published in ThinkAdvisor, where... read more
Learn more about the new Peaks Research series from The Oasis Group... read more
John O'Connell was quoted in this article from Family Wealth Report, examining... read more
In this Swift Cam video interview from the 2024 Wealth Management EDGE... read more
John O'Connell was quoted in Financial Planning discussing how even though financial... read more
In this bylined article for Advisorpedia, John O'Connell examines the fundamental shortcomings... read more
