STRATEGY • TECHNOLOGY • TRANSFORMATION
Helping wealth management firms solve their most complex growth challenges
Through independent research, technology and AI consulting, and practical training, we help firms make better decisions, strengthen operations, and accelerate sustainable growth.
Research
Independent market intelligence, competitive analysis, and industry insights.
Consulting
Strategic guidance for growth, technology selection, transformation, and execution.
Who We Serve
Registered Investment Advisors
We help RIAs of all sizes navigate technology change, strengthen workflows, and implement AI and wealth technologies with compliance in mind.
Family
Offices
We help single and multi-family offices make technology decisions that protect sensitive data while enabling efficient, highly personalized service.
Broker-
Dealers
We help broker-dealers navigate technology, cybersecurity, and AI governance while maintaining consistent standards across complex advisor networks.
Trust
Organizations
We help independent and bank trust organizations modernize technology and adopt AI responsibly, with governance, regulatory requirements, and fiduciary duty at the forefront.
Meet The Team
Behind every insight and recommendation is a team of experienced professionals who understand the challenges facing wealth management firms. Combining deep industry knowledge with hands-on expertise, The Oasis Group brings independent thinking, practical guidance, and a shared commitment to helping clients move forward with confidence.
Latest Insights
How to Manage the 4 Risks Hiding Inside Every AI-Heavy Portfolio
John O’Connell was recently published in Kiplinger, the third in his...
The CFTC Wants to Give Prediction Markets a Rulebook
John O’Connell was recently published in Investing.com on the CFTC’s June...
AI Just Exposed This Firm’s HR Secrets — Here’s How to Avoid It
John O’Connell was recently a guest on the Modern Financial Advisor...