The Oasis Group was featured in this news release from TradePMR, published in Yahoo! Finance, citing their performance in our Vantage Point Peaks Research for Custodian Platforms. Our research provides wealth management executives with an empirical analysis of the leading custodians’ capabilities, as well as an unbiased comparison of each custodian’s capabilities relative to others in the marketplace.
The Oasis Group was named a finalist in three categories of the... read more
Are you ready to unlock the power of data for your RIA?... read more
In this article from InvestmentNews about InvestCloud's new suite of artificial intelligence-enabled... read more
The Oasis Group CEO John O'Connell was named a top financial professional... read more
Discover how prediction markets are becoming a durable feature of the financial... read more
In this article from Financial Planning Magazine, CEO John O’Connell discusses how... read more
Learn more about the new Peaks Research series from The Oasis Group... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O'Connell is interviewed on the Swift Cam at the 2025 Schwab... read more
In the November 2025 Wealthtech Roundup from Wealth Solutions Report, two of... read more
