Related Posts
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
John O’Connell Quoted in Family Wealth Report on Envestnet Possibly Restructuring After Bain Purchase
The Oasis Group CEO John O’Connell was quoted in this article in... read more
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 Published in Wealth Management Magazine: Will AI Replace Financial Advisors? Not Quite – But It Will Replace Their Tasks
John O'Connell was published in Wealth Management Magazine's 2025 Midyear Outlook issue,... read more
John O’Connell Interviewed on the Swift Cam at the 2024 MarketCounsel Summit
In this Swift Cam video interview from the 2024 MarketCounsel Summit, John... read more
John O’Connell Interviewed by WealthManagement.com at the 2025 Advyzon Conference: 2025 WealthTech Trends: AI, Cybersecurity, and the Future of Advisor Tech
John O’Connell discusses key trends shaping the industry with WealthManagement.com at the... read more
John O’Connell Published in Wealth Solutions Report: The AI Agent Is Only As Smart As Your Workflow
John O'Connell authored this article in Wealth Solutions Report, discussing how AI... read more
The Differences Between Structured and Unstructured Data for Your RIA
RIA firm data can influence everything from operations to client service to... read more
John O’Connell Published in Wealth Solutions Report: The Essence Of Thought Leadership
John O'Connell authored this article in Wealth Solutions Report where he dissects... read more
John O’Connell Featured in Wealth Solutions Report on Client Liabilities Management for Advisors
CEO John O'Connell was featured in this article from Wealth Solutions Report... read more