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John O’Connell Published In Advisor Perspectives by Vetta Fi: Your CRM Doesn’t Talk to Your Email — And That’s a Problem
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John O’Connell Featured in WealthManagement.com on WealthTech Panel at RIA Edge LA: AI Agents Are Next Wave of Use for RIAs
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John O’Connell and The Oasis Group Named Finalists for the 2025 WealthManagement.com Industry Awards
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John O’Connell Interviewed on the Swift Cam at the Schwab Impact 2024 Conference
In this Swift Cam video interview from the 2024 Schwab IMPACT Conference,... read more
John O’Connell Published in Advisor Perspectives by VettaFi: Business Process Management: Why Wealth Management Firms Must Embrace It Now
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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... read more
John O’Connell Published in Advisor Perspectives by VettaFi: Secure Your Digital Life by Using Multiple Email Accounts
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Ransomware on the rise and the risks to Financial Services firms
Prep for ransomware attacks or be ready to pay the price. Ransomware... read more
John O’Connell Interviewed on The WealthTech Podcast: WealthTech Innovation: AI, Data & Integrations
In this episode of The WealthTech Podcast, John O’Connell breaks down what’s... 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