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 the November 2025 Wealthtech Roundup from Wealth Solutions Report, two of... read more
In this Swift Cam video interview from the 2024 MarketCounsel Summit, John... read more
The Oasis Group CEO John O’Connell was featured in an article in... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O'Connell participated in a roundtable with other wealthtech leaders at... read more
The Oasis Group CEO John O’Connell was quoted in this article from... read more
John O’Connell authored this article in ThinkAdvisor, where he delivers a critical... read more
John O'Connell joins a roundtable discussion for Financial Planning Magazine where he... read more
The Oasis Group's Peaks Research for Wealth Platforms was highlighted and John... read more
This article from Citywire dives into The Oasis Group's Peaks Research for... read more
