John O'Connell is featured in this InvestmentNews article on how captive financial advisors can prepare for the breakaway experience, emphasizing that the focus should be on maintaining strong client relationships.
The Oasis Group was featured in this news release from TradePMR, published in Yahoo! Finance, citing their performance in our Vantage Point Peaks Research for Custodian Platforms.
The Oasis Group was named a ThinkAdvisor 2024 Luminaries Awards Finalist in two categories: Industry Disruption and Thought Leadership / Education.
Multiple publications in the wealth management industry covered the launch of The Oasis Group's Vantage Point Peaks Research Series, including Financial Planning, Citywire, Wealth Solutions Report, Family Wealth Report, and more.
Learn more about the new Peaks Research series from The Oasis Group in our news release published in Yahoo! Finance. Peaks Research provides in-depth reports and competitive analysis on a range of service providers in the wealth management industry.
The Oasis Group's Peaks Research series provides in-depth reports and competitive analysis on a range of wealthtech service providers. The first study of our research series focuses on the custodian market for wealth management firms.
The Oasis Group CEO John O’Connell was quoted in this article from Barron's Advisor discussing billing and fee structures for financial advisors, including why AUM fees continue to predominate.
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 2024 Wealth Management EDGE Conference.
John O'Connell was quoted in this article from RIABiz, discussing artificial intelligence and how AI played into Canoe Intelligence tripling in value in one year and raising $36 million.
The Oasis Group CEO John O’Connell wrote this bylined article that was published in Advisor Perspectives by VettaFi, where he elaborates on how a Chief Growth Officer differs from a CMO and shares why your wealth management firm needs a CGO to spark organic growth.
