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.
John O'Connell was featured in this blog post from RightCapital discussing how... read more
This article in ThinkAdvisor recaps a white paper on liability management, authored... read more
John O'Connell was featured in Salesforce's AI Playbook, discussing the wealth management... read more
John O’Connell was featured in this RIABiz article discussing Schwab's new $5-per-RIA-client... read more
Read more about The Oasis Group's Peaks Research for AI Note Takers,... read more
John O'Connell is interviewed on the Swift Cam at the 2025 Schwab... read more
The Oasis Group CEO John O’Connell was quoted in this article from... read more
John O'Connell wrote this bylined article in Financial Planning Magazine, sharing how... read more
The Oasis Group CEO John O’Connell was quoted in this FA Upside... read more
The Oasis Group was awarded and named a top WealthTech Consultancy &... read more
