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?
RIA firm data can influence everything from operations to client service to... read more
The Oasis Group was named the winner of the Thought Leadership and... read more
In this article from Action! Magazine by AdvisorEngine, highlighting The Oasis Group's... read more
In this article by Marie Swift published in Wealth Solutions Report, she... read more
The Oasis Group CEO John O’Connell was quoted in this article from... read more
John O'Connell shares valuable insights in this article from Financial Planning Magazine,... read more
John O'Connell broke down the impactful ways that AI can transform the... read more
In this article from InvestmentNews, John O'Connell shares his thoughts on the... read more
John O'Connell will be leading a panel on AI and data, as... read more
Attend this Master Class to explore the various ways investors are using... read more
