The Oasis Group’s AI WealthTech Map was featured in the August 2024 Wealthtech Roundup by Wealth Solutions Report, highlighting this important resource that wealth management firms can use to discover potentially useful artificial intelligence solutions and AI-focused firms serving the industry.
RIA client data comes in many forms – while some data may... read more
John O’Connell, CEO and Founder of The Oasis Group recently offered insights... read more
The Oasis Group CEO weighs in on AI in wealth management, including... read more
Industry thought leaders at T3 and Oasis Group partner with Sora Finance,... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
Millions of current, former, and prospective customers’ personal data has been compromised... read more
In this episode of The WealthStack Podcast by WealthManagement.com, Shannon Rosic speaks... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
Plus Goldman Sachs entrepreneurship certificate, South Africa conference and other news WAUKEE, Iowa, July 18, 2023 /PRNewswire/... read more
In this article from Financial Planning Magazine, CEO John O'Connell shares... read more
