Webinar with Vi4 Wealth: Clear, Compelling, Visual: The Future of Client Engagement

Watch this webinar replay with Joel Bruckenstein of T3 Technology Tools for Today, Ted Toso of Vi4 Wealth, and Janet Galloway of B&B Strategic Management where they explored practical strategies for simplifying performance reporting without losing critical detail.

Webinar with Flyer FT: Beyond the Algorithm: How AI is Transforming Tax Alpha into a Scalable Advantage for RIAs

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.

Webinar with ByAllAccounts and OneVest: From Prediction to Reality: The Data Revolution Reshaping WealthTech in 2025

Watch this webinar replay with John O’Connell of The Oasis Group, Amar Ahluwalia of OneVest, and Don McHenry of ByAllAccounts, part of Morningstar Wealth, for this insightful webinar - taking place Thursday, September 25th at 12pm ET - as they examine how 2024's bold predictions about data consolidation have become today's reality – and what...

John O’Connell Published in Advisor Perspectives by VettaFi: The AI Revolution Is Here: Many Wealth Management Firms Are Missing Out

In John O'Connell's latest bylined article published in Advisor Perspectives by VettaFi, he details how and why forward-thinking firms are leveraging AI not only for note-taking and client communication, but also for advanced tasks, gaining a critical edge in attracting the surge of new millionaires seeking AI-enhanced advisory services.

John O’Connell Published in Advisorpedia: The Salesforce Seduction: Why CRM-Centric Process Management Is Inadequate for Wealth Management Firms

In this bylined article for Advisorpedia, John O'Connell examines the fundamental shortcomings of relying exclusively on CRM-centric process management for wealth management firms, moving beyond a “one-size-fits-all” CRM approach and seeking platforms and process frameworks designed around the complexities of advice delivery and regulatory oversight.

AI WealthTech Map: The Oasis Group’s Peaks Perspective on AI Wealth Technology

Access The Oasis Group's AI WealthTech Map, a resource that financial advisors and wealth management firms can use to find leading artificial intelligence solutions and AI-focused firms serving the wealth management industry. The map follows the sales cycle of a wealth manager, identifying and categorizing 86 leading technology firms.

Responsible AI: Balancing Innovation and Compliance: Advisor360° Newsletter featuring John O’Connell

John O'Connell was featured in this Connect360° newsletter from Advisor360° discussing how artificial intelligence is transforming wealth management, offering advisors new ways to serve clients, streamline operations, and stay competitive.

John O’Connell Interviewed by RIA Channel: The Oasis Group’s John O’Connell On Building An Acceptable AI Use Policy

John O’Connell was interviewed by RIA Channel at the 2025 Advyzon Conference, discussing the rapid adoption of AI in the wealth management industry, where he observes an explosion of innovation - particularly in AI copilots, assistants, and document management tools.

The Oasis Group Named ‘Best of the Best in 2025’ in Wealth Management Magazine Issue Highlighting WealthManagement.com Industry Awards Finalists

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.