Article, News
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...
Peaks Perspective
What Is Business Process Management, and Why Wealth Management Firms Must Embrace It Now
What is Business Process Management (BPM)? Find out why wealth management firms...
Webinar
Webinar with Jump: Beyond Notetaking: The Next Evolution of AI for Financial Advisors
Watch this webinar replay with John O’Connell of The Oasis Group and...
News, Video
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,...
Awards, News
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...
Article, News
John O’Connell Quoted in RIABiz on the Scramble for Morningstar Office Users
John O'Connell was quoted in this article from RIABiz discussing how various...
White Paper
The Impact of Artificial Intelligence on Wealth Management and the Daily Life of Financial Advisors
This white paper from The Oasis Group examines the current state of...
Webinar
Webinar with AllocateRite: Breaking Through Growth Barriers: How Enhanced Workflows & Integrated Data Systems Drive Sustainable Success
Financial advisors, wealth management execs, and technology and operations leaders looking to...
Podcast, Video
John O’Connell Interviewed on The Investipal Podcast: The Future of Wealth Management Tech: Winners, Losers, and What’s Changing
John O' Connell was interviewed on The Investipal Podcast discussing the changing...