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The Oasis Group offers articles, research, interviews, and expert analysis on the trends shaping our industry. Explore our library for practical guidance relevant to your role and objectives. 

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Ideas Worth Exploring

Article, Peaks Perspective

The Code Came Before the Law. That Is Why It Worked.

In 1896, five electrical installation codes were in use across the United...

Peaks Perspective

AI WealthTech Map: The Oasis Group’s Peaks Perspective on AI Wealth Technology

Access The Oasis Group's AI WealthTech Map, a resource that financial advisors...

Article

How to Manage the 4 Risks Hiding Inside Every AI-Heavy Portfolio

John O’Connell was recently published in Kiplinger, the third in his...

Article

The CFTC Wants to Give Prediction Markets a Rulebook

John O’Connell was recently published in Investing.com on the CFTC’s June...

Article

AI Just Exposed This Firm’s HR Secrets — Here’s How to Avoid It

John O’Connell was recently a guest on the Modern Financial Advisor...

Article, Peaks Perspective

The Full Anatomy of a Loop, and How to Build One in Under Ten Minutes

A loop has five parts. Skip one and you do not get...

Article

An Estate Planning Roadblock? Don’t Blame the Lawyers

John O’Connell was recently published on why estate planning really takes so...

Article

The Trading Strategy Tax: Why Your Investment Approach Now Has a Price Tag

John O'Connell was recently published in PowerAdvice on how Schwab's new...

Uncategorized

AI Is a Supply Chain Rather Than an Industry: Here’s Why

John O’Connell was recently published in Kiplinger, the second in his...