The Oasis Group Featured in TradePMR News Release on Yahoo! Finance
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.
John O’Connell Quoted in Family Wealth Report on Envestnet’s Future Under Bain Capital
CEO John O'Connell was quoted in this article in Family Wealth Report discussing Envestnet's future after being purchased by Bain Capital, how they will review Envestnet's various software products, and more.
John O’Connell Published in Advisor Perspectives by VettaFi: Secure Your Digital Life by Using Multiple Email Accounts
The Oasis Group CEO John O’Connell wrote this bylined article that was published in Advisor Perspectives by VettaFi, where he recommends how to best utilize multiple email accounts to safeguard your personal and professional information.
John O’Connell Featured in Financial Planning Magazine: How AI Is Changing Financial Advisors’ Jobs
John O'Connell was quoted in Financial Planning Magazine, joining a group of experts in a discussion on the changing landscape for financial advisors in relation to AI and how AI is changing advisors' jobs.
John O’Connell Featured in Financial Planning Magazine: The Cybersecurity Questions Advisors Must Ask Vendors
John O'Connell joins a roundtable discussion for Financial Planning Magazine where he weighs in on how advisors can determine which provider offers the best data protection when everyone has the same SOC 2 report.
John O’Connell Featured in Financial Planning Magazine: Don’t adopt advisor AI because of FOMO
John O'Connell participated in a roundtable with other wealthtech leaders at the Financial Planning offices in New York City, discussing how advisors should be cautious and tread carefully before adopting advisor AI applications.
Industry Publications Cover the Launch of The Oasis Group’s Vantage Point Peaks Research Series
Multiple publications in the wealth management industry covered the launch of The Oasis Group's Vantage Point Peaks Research Series, including Financial Planning, Citywire, Wealth Solutions Report, Family Wealth Report, and more.
The Oasis Group Launches Research Series Analyzing Custodian Platforms and Other Wealth Management Service Providers
Learn more about the new Peaks Research series from The Oasis Group in our news release published in Yahoo! Finance. Peaks Research provides in-depth reports and competitive analysis on a range of service providers in the wealth management industry.
John O’Connell Featured in Financial Planning Magazine on Teaching AI What Not to Say
In this article from Financial Planning Magazine, CEO John O’Connell discusses how firms like Morningstar teach AI what not to say, noting that training the AI what to say is just as important as telling it what not to say.
John O’Connell Published in FinTecBuzz: How Artificial Intelligence Will Revolutionize the Wealth Management Industry
CEO John O’Connell wrote this bylined article that was published in FinTecBuzz, where he discusses how artificial intelligence is revolutionizing the wealth management industry.