Deep Search, Google’s AI research tools, competitive impact on Bloomberg/FactSet
John O’Connell discusses key trends shaping the industry with WealthManagement.com at the 2025 Advyzon Conference. Their discussion ranges from AI and cybersecurity to alternative investments and the buy vs. build debate.
This white paper provides a comprehensive analysis of leading cloud storage and analytics platforms available to wealth management firms, along with tailored recommendations for firms at different AUM tiers.
The Oasis Group earned the highest client satisfaction rating in the Data Warehouse Services category of the 2025 Software Survey from T3 Technology Tools for Today and Inside Information.
The Oasis Group CEO John O’Connell wrote this bylined article that was published in ThinkAdvisor, where he explores three key architectures that can transform how wealth management firms manage and utilize data.
John O'Connell presented a webinar with Kevin Knull of TaxStatus, discussing how financial advisors can protect their clients from the recent National Public Data breach, tax fraud, and cyber threats. Watch the replay here.
CEO John O’Connell was quoted in this FA Upside article from The Daily Upside, where he weighs in on and adds perspective to Fidelity's recent data breach.
The Oasis Group CEO John O'Connell was featured in this article from Family Wealth Report covering the hottest AI use cases for advisors.
The Oasis Group CEO John O’Connell was featured in an article in Financial Planning Magazine on relationships with tech vendors, discussing data sharing, cybersecurity, how to end a relationship, how to navigate contracts, and more.
The Oasis Group CEO weighs in on AI in wealth management, including the peril and potential, how advisors are using it, how it influences vendor pricing, and more
For two decades, T3 has been the go-to destination for financial services professionals, financial planners, and investment advisors across the country. This year, John O'Connell, CEO of The Oasis Group, was honored to celebrate T3's 20th anniversary on the main stage with T3 President, Joel Bruckenstein. In case you missed it, John's talk took a deep...
