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John O’Connell and The Oasis Group Named Finalists for the 2025 WealthManagement.com Industry Awards
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John O’Connell Published in Barron’s: Why Wealth Management Firms Need an AI Acceptable Use Policy
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Industry Publications Cover the Launch of The Oasis Group’s Vantage Point Peaks Research Series
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John O’Connell Featured in Financial Planning Magazine: Why and how wealth firms should own their data
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John O’Connell Published in Advisor Perspectives by VettaFi: Key Considerations for Selecting Technology
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John O’Connell Interviewed on The WealthTech Podcast: WealthTech Innovation: AI, Data & Integrations
In this episode of The WealthTech Podcast, John O’Connell breaks down what’s... read more
8 Reasons to Focus on Wealthy Clients’ Debt – John O’Connell featured in ThinkAdvisor
This article in ThinkAdvisor recaps a white paper on liability management, authored... read more
John O’Connell Featured in Action! Magazine: From AI FOMO to AI strategy: A wake-up call for financial advisors
This article from Action! Magazine powered by AdvisorEngine focuses on a conversation... read more
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... read more
John O’Connell Featured in InvestmentNews: What the Robinhood TradePMR Deal Means for RIAs
In this article from InvestmentNews, John O'Connell shares his thoughts on the... read more