Article, News
John O’Connell Published in Advisorpedia: Making the Transition: How Wealth Management Firms Should Evaluate Google Finance in Their Research Stack
John O’Connell was published in Advisorpedia discussing how wealth management firms now...
Awards, News
The Oasis Group Named Top WealthTech Consultancy in WealthTech Americas Awards 2026
For the 3rd year, The Oasis Group was named the winner of...
Webinar
Webinar with Practifi: Ditch the Widgets: Building an AI-Ready RIA on Structured Workflows and Enterprise Data Models
John O'Connell of The Oasis Group and Conor Curtis of Practifi unpack...
Article, News
John O’Connell Featured in Wealth Solutions Report: Oasis Group And Practifi Address CRM Selection In Research
The Oasis Group recently released a new white paper on customer relationship...
Speaking
John O’Connell Speaking at 2026 FIRMA National Risk Management Training Conference: Practical AI in Wealth Management
John O'Connell is speaking at the 2026 FIRMA National Risk Management Training...
White Paper
CRM Selection in Wealth Management: Beyond the Build-vs-Buy Decision 2026
This white paper, covering CRM selection in the wealth management industry and...
Webinar
Webinar with Archive Intel: Compliance Reimagined: Turning Regulatory Requirements into Competitive Advantage
Industry leaders John O'Connell of The Oasis Group and Larry Shumbres of...
Peaks Perspective
Why Your Wealth Management CRM Can’t Talk to Your Email Marketing Platform (And Why That’s Hurting Your Growth)
CRMs and email marketing platforms exist in parallel universes that don't communicate...
Webinar
Webinar with Aidentified: Using Data Intelligence to Build Deeper Client Relationships
In this webinar replay, John O’Connell, alongside Dan Cavanaugh and Erika...