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The Oasis Group and AdvisorEngine Release Research Report on AI Prospecting Tools
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John O’Connell Quoted in Family Wealth Report on Envestnet’s Future Under Bain Capital
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John O’Connell Quoted in Advisor Perspectives by VettaFi: The Productivity Paradox: Why AI Is Making Advisors Busier
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John O’Connell Quoted in InvestmentNews: Anthropic’s Claude code leak: Should RIA firms and advisors be worried?
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Putting a Price Tag on Ransomware Attacks
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John O’Connell Quoted in The Daily Upside: Wealthtech Innovation Is Becoming Advisors’ Biggest Frustration
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The Oasis Group Featured in Wealthtech Roundup from Wealth Solutions Report
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John O’Connell Featured in Financial Planning Magazine on Tech-Stack Diets for Advisory Firms
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Family Wealth Report Awards 2026: The Oasis Group Named a Finalist for Family Office Management Consultancy
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John O’Connell Published in Advisor Perspectives by VettaFi: How Smaller Firms Can Achieve Data Lineage with Simple Agents
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