Article, News
John O’Connell Quoted in InvestmentNews: InvestCloud rolls out new-generation AI solutions with Zocks, smartKYC
In this article from InvestmentNews about InvestCloud's new suite of artificial intelligence-enabled...
Article, News
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...
Webinar
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...
Podcast
John O’Connell Featured on the T3 Hot & Happening Podcast: Innovation, Insight, and the Future of Fintech for Financial Advisors
John O'Connell was interviewed on the T3 Hot & Happening podcast -...
Webinar
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...
White Paper
Technology Leadership in Wealth Management – CTO Think Tank White Paper on WealthManagement.com
Access an insightful white paper for wealth management firms, CTOs, and technology...
Article, News
The Oasis Group Releases Research Report Analyzing Wealth Platforms
Read more about The Oasis Group's Peaks Research for Wealth Platforms,...
Peaks Research
Peaks Research for Wealth Platforms
The third study of our Peaks Research series evaluates 10 of the...
Webinar
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...