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.
RIA client data comes in many forms – while some data may... read more
Industry thought leaders at T3 and Oasis Group partner with Sora Finance,... read more
John O’Connell offers insights to Action! Magazine regarding strategies for advisors in... read more
John O’Connell was quoted in this article from InvestmentNews discussing what new... read more
John O'Connell played a prominent role as the moderator of a wealthtech... read more
In this Swift Cam video interview from the 2024 Schwab IMPACT Conference,... read more
John O’Connell was interviewed by RIA Channel at the 2025 Advyzon Conference,... read more
In this article from Financial Planning Magazine, John O'Connell weighs in on... read more
John O'Connell was quoted in Financial Planning Magazine, joining a group... read more
John O’Connell wrote this bylined article that was published in ThinkAdvisor, where... read more
