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.”
The Oasis Group CEO John O'Connell was named a top financial professional... read more
John O'Connell, founder and CEO of The Oasis Group, has been featured... read more
John O'Connell authored this article for Kiplinger where he discusses how Google... read more
John O'Connell authored this recent article for Wealth Solutions Report where he... read more
CEO John O’Connell was quoted in this FA Upside article from The... read more
RIA client data comes in many forms – while some data may... read more
The Oasis Group was featured in this news release from TradePMR, published... read more
In this article from Financial Planning Magazine, discussing how AI may be... read more
John O'Connell weighs in on the new in-house chatbot from Carson Group... read more
John O'Connell wrote this article for Wealth Solutions Report discussing how Google... read more
