Related Posts
Why Financial Advisors Should Focus on ESG, Thematic Investing, and Activist Investing
John shares his inspiration for writing his recent book, The Rise of... read more
John O’Connell Featured in PlanAdviser: Matching a Wealth Platform to a Firm’s Business Model
The Oasis Group's Peaks Research for Wealth Platforms was highlighted and John... read more
Taco Tech – Impacts of the Great Wealth Transfer
John discusses the Great Wealth Transfer, how young investors will benefit from... read more
John O’Connell Published in Advisor Perspectives by VettaFi: Secure Your Digital Life by Using Multiple Email Accounts
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O’Connell Interviewed on the Swift Cam at the 2025 Advyzon Conference
In this Swift Cam video interview from the 2025 Advyzon Conference, John... read more
The Oasis Group Featured in TradePMR News Release on Yahoo! Finance
The Oasis Group was featured in this news release from TradePMR, published... read more
John O’Connell Published in Wealth Solutions Report: The Top Scams Targeting Ultra-High Net Worth Americans In 2025
John O’Connell authored this article for Wealth Solutions Report, discussing how UHNW... read more
John O’Connell Quoted in RIABiz on AI and the Growth of Canoe Intelligence
John O'Connell was quoted in this article from RIABiz, discussing artificial intelligence... read more
The Oasis Group Earns Highest Client Satisfaction Rating for Data Warehouse Services in 2025 T3 / Inside Information Software Survey
The Oasis Group earned the highest client satisfaction rating in the Data... read more
TradePMR Annual Conference: SYNERGY22
Rob Dilbone, managing director, TradePMR and John O’Connell, founder, The Oasis Group... read more