News, Video
John O’Connell Interviewed by WealthManagement.com at the Advyzon Conference: The Evolving Role of AI in Wealth Management
John O'Connell broke down the impactful ways that AI can transform the...
Article, News
John O’Connell Published in Advisor Perspectives by VettaFi: A Guide for Using TikTok and Temu
The Oasis Group CEO John O’Connell wrote this bylined article that was...
Article, News
Advisors and New Technology: Advisor360° Newsletter featuring John O’Connell
The Oasis Group's John O'Connell was featured in this Connect360° newsletter from...
Webinar
John O’Connell a Panelist for NAPFA Webinar on How to Employ AI in 2024
The Oasis Group CEO John O'Connell joins a panel of industry experts...
White Paper
Tech Insights: Navigating the Future of Wealth Management – CTO Think Tank White Paper on WealthManagement.com
Wealth management technology leaders do not always have deep technical backgrounds, nor...
Article, News
John O’Connell Published in Advisor Perspectives by VettaFi: Start Your Year with A Technology Assessment
The Oasis Group CEO John O’Connell wrote this bylined article that was...
Awards, News
The Oasis Group Named Top WealthTech Consultancy in WealthTech Americas Awards 2024
The Oasis Group was awarded and named a top WealthTech Consultancy &...
Article, News
John O’Connell Published in Advisor Perspectives by VettaFi: Key Considerations for Selecting Technology
The Oasis Group CEO John O’Connell wrote this bylined article that was...
Peaks Perspective
Why You Should Start Your Year With a Technology Assessment
Wealth management firms are grappling with an increasing demand for transparency, personalization,...