John O'Connell Featured in Financial Planning Magazine: What advisors should prioritize when evaluating tech purchases Article, News

John O’Connell Featured in Financial Planning Magazine: What advisors should prioritize when evaluating tech purchases

John O'Connell was featured in this Financial Planning Magazine article covering a...

Article, News

The Oasis Group Featured in Financial Planning Magazine: The T3 2026 announcements that wealth managers should know

The Oasis Group was featured in this Financial Planning Magazine article featuring...

John O'Connell Featured in Wealth Solutions Report: T3: AI-Enabled Operational Excellence And CRMs In The Age Of AI Article, News

John O’Connell Featured in Wealth Solutions Report: T3: AI-Enabled Operational Excellence And CRMs In The Age Of AI

This article from Wealth Solutions Report recaps the 'Driving Growth Through AI-Enabled...

TechFinitive: CIO Playbook 2026: What technology leaders really think about enterprise AI adoption Article, News

John O’Connell Featured in TechFinitive: CIO Playbook 2026: What technology leaders really think about enterprise AI adoption

John O’Connell was featured in TechFinitive's CIO Playbook 2026, discussing what tech...

Article, News

John O’Connell Published In Advisor Perspectives by Vetta Fi: Your CRM Doesn’t Talk to Your Email — And That’s a Problem

John O'Connell was published in Advisor Perspectives by Vetta Fi where he...

John O'Connell Featured in RightCapital Blog: How to Evaluate WealthTech AI for Financial Advisors Article, News

John O’Connell Featured in RightCapital Blog: How to Evaluate WealthTech AI for Financial Advisors

John O'Connell was featured in this blog post from RightCapital discussing how...

John O'Connell Featured in Wealth Solutions Report: T3’s AI University: Agents, Prospecting And Transformation Article, News, Speaking

John O’Connell Featured in Wealth Solutions Report: T3’s AI University: Agents, Prospecting And Transformation

John O’Connell was featured in this article from Wealth Solutions Report, recapping...

John O’Connell Featured in Family Wealth Report: T3 Tech Conference Prequel Tackles Hot AI Issues Article, News, Speaking

John O’Connell Featured in Family Wealth Report: T3 Tech Conference Prequel Tackles Hot AI Issues

John O’Connell was featured in this Family Wealth Report article highlighting his...

News Release: The Oasis Group Releases AI Readiness Index™, First Maturity Benchmark for Wealth Management Industry Article, News

News Release: The Oasis Group Releases AI Readiness Index™, First Maturity Benchmark for Wealth Management Industry

Learn more about the Oasis AI Readiness Index™ in this news release...