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John O’Connell Featured in Rethinking65:Expanding AI Usage? Start in the Back Office
John O'Connell wrote this piece for Rethinking65 on why advisors expanding...
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John O’Connell Quoted in Advisor Perspectives: AI Washing and the Advisor Shortage: Why Getting Technology Decisions Right Has Never Mattered More
John O'Connell, CEO of The Oasis Group, wrote this piece for
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John O’Connell Featured in Advisorpedia: Anthropic Keeps Coming for Wall Street. Here Is the Ecosystem Behind the Push.
In this article, John explores the different ways that Anthropic has changed...
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John O’Connell Featured in Financial Advisor Magazine: You Are Not Your Clients Document Vault
Recently, John O'Connell published an article in Financial Advisor Magazine. The article...
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Oasis Group Mentioned in Wealth Solutions Report: Estate Planning, Entrepreneurial Spirit, The ‘Solo Advisor’ Myth And More
The Oasis Group was mentioned in this "Letters from Larry" article...
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John O’Connell Quoted in The Daily Upside: Wealthtech Innovation Is Becoming Advisors’ Biggest Frustration
Independent advisors often have to build capabilities themselves through technology. John O'Connell...
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John O’Connell Quoted in Family Wealth Report: Software Shakeup: New AI Category Disrupting Notetakers, CRM
John O'Connell was quoted in this article from Family Wealth Report, examining...
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The Oasis Group Featured in Wealth Solutions Report: Oasis Group and AdvisorEngine Address How Advisors Can Overcome Growth Obstacles
This article from Wealth Solutions Report covers a new white paper from...
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The Oasis Group Featured in InvestmentNews: New report spotlights ‘operational paradox’ for mid-sized RIAs
This article from InvestmentNews highlights the latest white paper from The Oasis...