John O'Connell will speak on a panel of AI experts at the 2024 MarketCounsel Summit, Wednesday December 11th at 11:30am PT, where they'll discuss the transformative potential of AI in accelerating growth, streamlining operations, and creating personalized client experiences.
John O’ Connell was interviewed for an 'On the Circuit' segment at the RIA Edge West 2024 Conference, discussing the CTO Think Tank he led at the conference and what technology problems need to be solved to get wealth management firms to the next level of growth.
John O'Connell was quoted in this article from Barron's Advisor discussing how innovative wealth management firms are training next-gen advisors through apprenticeships and other training programs.
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.
