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The Oasis Group Named a Finalist in Two Categories in the ThinkAdvisor 2024 Luminaries Awards
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John O’Connell Published in Advisorpedia: FINRA Doesn’t Need the SEC’s Permission. Neither Does Your Next Examination.
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John O’Connell Published in Advisorpedia: Claude for Wealth Management: The AI Collaborator Every Advisor Needs
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RIAs Weigh In: Three Tips for Advisors Evaluating Prospective Vendors
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John O’Connell Interviewed on The WealthTech Podcast: WealthTech Innovation: AI, Data & Integrations
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John O’Connell Published in Advisor Perspectives by VettaFi: The Limitations of SOC2 Audits in Preventing Cybersecurity Breaches: A Critical Analysis
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John O’Connell Featured in Barron’s on Financial Advisor Billing & Fees
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John O’Connell Featured in InvestmentNews: What the Robinhood TradePMR Deal Means for RIAs
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TradePMR Issues Warning to RIAs in New White Paper: It’s Time to Understand Ownership of Client Data
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John O’Connell Published in Wealth Solutions Report: Google Finance Brings Sophisticated Research Tools Without The Enterprise Price Tag
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