The RIA technology landscape is evolving rapidly – it seems like there are new platforms popping up daily to support nearly every aspect of an RIA’s operations. How do you evaluate new tech vendors?
In this article by Marie Swift published in Wealth Solutions Report, she... read more
The Oasis Group's John O'Connell was featured in this Connect360° newsletter from... read more
John O'Connell was quoted in this article from The Daily Upside on... read more
In this Swift Cam video interview from the 2024 Wealth Management EDGE... read more
Pam Krueger, creator and co-host of MoneyTrack on PBS, interviews John on... read more
John O’Connell of the Oasis Group offers advice on how to approach... read more
John shares his inspiration for writing his recent book, The Rise of... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O'Connell played a prominent role as the moderator of a wealthtech... read more
The Oasis Group was featured in this Financial Planning Magazine article featuring... read more
