Grow your business and transform it with our incredible resources!
Benefit from our practical advice to grow your sales pipeline, create sales processes that work, and close deals.
Access case studies highlighting successful projects and the latest trends in technology evolutions.
Learn leadership strategies and best practices for leading start-ups through growth phases, acquisitions, and IPOs.
Gain valuable information about how to effectively select technologies, deliver successful implementation projects, and manage large-scale technology transformations.
This article from Advisorpedia highlights the most impactful parts of the 2026 T3 Technology Conference, including John O'Connell's session at AI University and the launch of The Oasis Group's AI Readiness Index.
In this insightful webinar titled 'Beyond the Template: How RIAs Build a Signature Client Experience', John O’Connell of The Oasis Group and Jack Martin of Amplify had a candid conversation about how forward-thinking RIAs are shifting their mindset from “technology platform” to “experience engine.”
In this article from Barron's Advisor, John O'Connell discusses the biggest hurdles that small and mid-size RIA firms face when deciding whether to continue to remain independent, or sell to a larger firm in a market dominated by consolidation and scale.
The Oasis Group was named a finalist for the 'Family Office Management Consultancy (Non-Tech)' award in the 2026 Family Wealth Report Awards, published by WealthBriefing - a tangible recognition of outstanding performance, innovation, and distinction within the family office and wealth management industries.
In this article from Financial Planning Magazine, discussing how AI may be intensifying work for and burning out financial advisors, John O'Connell said that AI tools transition time from administrative tasks to higher-value tasks, such as client engagement.
John O'Connell authored this article for Wealth Management Magazine, discussing how Google Finance now displays prediction market data from Kalshi and Polymarket alongside traditional financial and market information—the first mainstream integration of event-based probabilities.
John O'Connell was featured in this Financial Planning Magazine article covering a panel that John O'Connell moderated at the 2026 T3 Technology Conference, titled "From Prospecting to Annual Review: How Al Is Transforming Wealth Management".
In this short conversation from the 2026 T3 Conference, John O’Connell talks with Alexandre Ackermans of Maximizer, where he shares his perspective on how AI adoption could influence RIA valuation and why operational maturity, efficiency, and scalability are becoming part of that conversation.
