22Feb
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23Apr
The Oasis Group and AdvisorEngine Release Research Report on Artificial Intelligence Note Takers
Read more about The Oasis Group's Peaks Research for AI Note Takers,... read more
13Aug
Webinar with AllocateRite: Breaking Through Growth Barriers: How Enhanced Workflows & Integrated Data Systems Drive Sustainable Success
Financial advisors, wealth management execs, and technology and operations leaders looking to... read more
07May
Webinar with AdvisorEngine: AI Note Taking 101: The Advisor’s Guide
Watch The Oasis Group's webinar with AdvisorEngine: 'AI Note Taking 101: The... read more
17Nov
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
24Jun
Webinar with Practifi: AI in Wealth Management: Balancing Innovation, Efficiency, and Risk
John O'Connell participated in a webinar with Practifi discussing AI in Wealth... read more
02Jun
John O’Connell and The Oasis Group Named Finalists for the 2025 WealthManagement.com Industry Awards
In the 2025 WealthManagement.com Industry Awards, often referred to as the Wealthies,... read more
24Oct
The Dangers of Disparate Data: Leveraging Technology to Consolidate Sensitive Information, Maintain Compliance and Better Protect Your Firm
Why do so many RIAs have compliance data stored in different places?... read more
26Jan
How to Store, Secure, and Use Your Data For a Competitive Edge
For two decades, T3 has been the go-to destination for financial services... read more
06Sep
John O’Connell Featured in Financial Planning Magazine: Don’t adopt advisor AI because of FOMO
John O'Connell participated in a roundtable with other wealthtech leaders at... read more
29Jul
Webinar with Libretto: From Risk Tolerance to Real Life: Rethinking Financial Planning for Every Generation, with Jeff Coyle & John O’Connell
In this informative webinar recording, John O’Connell of The Oasis Group and... read more