John O’Connell Featured in The Daily Upside: What Fidelity’s Data Breach Means for Advisors
CEO John O’Connell was quoted in this FA Upside article from The Daily Upside, where he weighs in on and adds perspective to Fidelity's recent data breach.
John O’Connell Featured in Financial Planning Magazine: AI for Wealth Client Growth? Slowly But Surely
John O'Connell was quoted in Financial Planning Magazine, discussing how financial advisors are utilizing AI for marketing and client growth.
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.
The Oasis Group Named a Finalist in Two Categories in the ThinkAdvisor 2024 Luminaries Awards
The Oasis Group was named a ThinkAdvisor 2024 Luminaries Awards Finalist in two categories: Industry Disruption and Thought Leadership / Education.
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.