Tax-loss harvesting has evolved from a year-end tactic to an always-on, AI-enhanced discipline that top-performing RIAs are using to drive after-tax outcomes, retain high-net-worth clients, and scale operations. John O'Connell of The Oasis Group joins Flyer FT for this informative webinar on Thursday, October 16th at 1pm ET.
The Oasis Group was named a finalist in three categories of the ThinkAdvisor 2025 Luminaries Awards under Advisory Support, Products and Services: Thought Leadership and Education in the Advisor Education category, Thought Leadership and Education in the Consultants category, and Industry Disruption in the Consultants category.
What is Business Process Management (BPM)? Find out why wealth management firms need to embrace it now. Discover all you need to know in this latest installment of the Peaks Perspective series.
The Oasis Group was featured in Wealth Management Magazine's 'Best of the Best in 2025' issue highlighting WealthManagement.com's Industry Awards Finalists. The Oasis Group was recognized in the Industry Research Providers category, and John O'Connell was recognized as a top CEO for Professional Services Firms serving the industry.
John O'Connell was quoted in this article from RIABiz discussing how various wealth platforms are performing in their scramble to win the business of Morningstar Office users, in light of Morningstar's announcement that it will sunset Office in 2026 and steer clients toward Black Diamond.
The Oasis Group's Peaks Research for Wealth Platforms was highlighted and John O’Connell was quoted in this article from PlanAdviser, where he emphasizes that wealth management firms selecting technology platforms should focus on finding tools that match their business model, not just those with the flashiest features.
In this informative webinar recording, John O’Connell of The Oasis Group and Jeff Coyle of Libretto discuss how and why the traditional approach to financial planning is inadequate and why advisors instead need to offer personalized solutions that address diverse generational needs – all within the framework of delivering lifecycle planning and investing.
In this bylined article written for Advisorpedia, John O'Connell discusses how Claude for Financial Services is redefining the wealth management landscape as a purpose-built AI collaborator, empowering advisors and firms to streamline research, enhance compliance, and deliver superior client outcomes.
Access an insightful white paper for wealth management firms, CTOs, and technology leaders, housing insights from the CTO Think Tank hosted by The Oasis Group and WealthManagement.com at the 2025 Wealth Management EDGE Conference.
Read more about The Oasis Group's Peaks Research for Wealth Platforms, available to purchase now, in the news release published in Yahoo! Finance.
