Article, News
8 Reasons to Focus on Wealthy Clients’ Debt – John O’Connell featured in ThinkAdvisor
This article in ThinkAdvisor recaps a white paper on liability management, authored...
White Paper
Innovative Strategies for Financial Advisors: Harnessing the Alts Tech Advantage
Increasingly, financial advisors are incorporating alternative investments into their client portfolios. This...
Peaks Perspective
Unlocking Success: Key Considerations for Selecting the Perfect Technologies for your Wealth Management Firm
Wealth management firms are grappling with an increasing demand for transparency, personalization,...
Article, News
John O’Connell Published in Advisor Perspectives by VettaFi: Where Does AI Fit in Your Firm’s Future?
The Oasis Group CEO John O’Connell wrote this bylined article that was...
Podcast
John O’Connell on Values-based Investing, the Cybersecurity Education and the Future of AI in Fintech
Tune in to the final episode of this season’s On the Circuit,...
Podcast
The WealthStack Podcast by WealthManagement.com: The Future of Investing with John O’Connell
In this episode of The WealthStack Podcast by WealthManagement.com, Shannon Rosic speaks...
News, Speaking
TradePMR Announces Dynamic Lineup of Speakers for Annual SYNERGY Conference
The financial advisor event anticipates a record number of attendees with a...
Speaking
The Oasis Group at WealthStack 2023
We're so excited to be the strategic partner for an exclusive CTO...
White Paper
Next Best Action Technologies Make One-To-One Engagement Possible
Attention spans are short. Our lives take place online more than ever...