In the 2025 WealthManagement.com Industry Awards, often referred to as the Wealthies, John O’Connell was named a finalist for Professional Services Firms CEO of the Year, and The Oasis Group was named a finalist for Industry Research Providers – thanks to our Peaks Research series and AI WealthTech Map. Winners will be announced at the Wealthies Awards Gala in NYC on September 4th.
John O'Connell authored this recent article for Wealth Solutions Report where he... read more
John O’Connell was interviewed on the RIA Channel at the Schwab IMPACT... read more
RIA client data comes in many forms – while some data may... read more
For the second year in a row, The Oasis Group has been... read more
In this article from Financial Planning Magazine, CEO John O’Connell discusses how... read more
In John O'Connell's latest bylined article published in Advisor Perspectives by VettaFi,... read more
John O'Connell penned this article for Barron's Advisor on 'Why Wealth Management... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
In this article by Marie Swift published in Wealth Solutions Report, she... read more
The Oasis Group's latest research report on AI Note Takers was featured... read more
