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John O’Connell Published in Advisor Perspectives by VettaFi: The Evolution of RIA Acquisition Models
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O’Connell Quoted in InvestmentNews: Robinhood going after advisory business ‘aggressively’
John O'Connell was quoted in this article from InvestmentNews discussing Robinhood's acquisition... read more
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... read more
John O’Connell Featured in Financial Planning Magazine: Don’t adopt advisor AI because of FOMO
John O'Connell participated in a roundtable with other wealthtech leaders at... read more
John O’Connell Featured in Barron’s: Smaller Independent RIAs Face a Tough Choice: Scale Up, Sell Out, or Slow Down
In this article from Barron's Advisor, John O'Connell discusses the biggest hurdles... read more
John O’Connell Published in Advisor Perspectives by VettaFi: CTOs Must Govern Shadow AI or Face Security Risk
John O'Connell authored this article in Advisor Perspectives by VettaFi where he... read more
John O’Connell Featured in The Daily Upside: AI Assistants Are Taking Over Wall Street
The Oasis Group CEO John O’Connell was quoted in this FA Upside... read more
John O’Connell Featured in Financial Planning Magazine: Why and how wealth firms should own their data
John O'Connell was featured in Financial Planning Magazine in an article about... read more
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... read more
John O’Connell Published in Retirement Daily on TheStreet: Digital Pump and Dump: How Scammers Target Retirees on Social Media
John O'Connell authored this article for Retirement Daily on TheStreet, where he... read more