Join 70,00 Other Financial Professionals. Sign Up for Our Monthly Newsletter:

Subscribe Here

WealthTech

CRM-specific gaps: sales stages, segmentation, email marketing integration

Plan Advisor Matching a Wealth Platform to a Firm's Business Model

John O’Connell Featured in PlanAdviser: Matching a Wealth Platform to a Firm’s Business Model

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.

July 29, 2025By Article, News, Read more...
Webinar with Libretto

Webinar with Libretto: From Risk Tolerance to Real Life: Rethinking Financial Planning for Every Generation, with Jeff Coyle & John O’Connell

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.

July 29, 2025By Webinar, , Read more...
Webinar with Informa Connect, Box and Orion Advisor Technology

CTO Insights Unlocked: Tech Strategies Reshaping Wealth Management – Webinar with WealthManagement.com

Watch this webinar replay co-hosted by The Oasis Group and WealthManagement.com. John O'Connell, Shannon Rosic of WealthManagement.com, Perry Rotella of Box, and Adam Palmer of Orion watch as they unpack key findings from the CTO Think Tank at the 2025 Wealth Management Edge Conference.

July 24, 2025By Webinar, , Read more...
Financial Experts Network Webinar Registration

Webinar with Financial Experts Network: AI Note-Taking Tools for Financial Advisors: Insights from The Oasis Group’s 2025 Report

Watch this webinar replay led by John O'Connell, as he presents key findings from The Oasis Group's Peaks Research on AI Note Takers. They explore the capabilities of leading AI note-taking applications and their integration into advisory practices.

June 30, 2025By Webinar, , Read more...

Webinar with AllocateRite and Morningstar: The Benefits, Risks, and Challenges of Tax Loss Harvesting in Volatile Markets, with John O’Connell, Ron Keusch & Sheryl Rowling

Watch this webinar replay with John O'Connell of The Oasis Group, Ron Keusch of AllocateRite, and Sheryl Rowling of Morningstar, and learn the ins and outs of tax loss harvesting – especially during times of market volatility.

June 17, 2025By Webinar, Read more...