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John O’Connell Featured in Wealth Solutions Report on Client Liabilities Management for Advisors
CEO John O'Connell was featured in this article from Wealth Solutions Report... read more
John O’Connell Featured in PlanAdviser: Matching a Wealth Platform to a Firm’s Business Model
The Oasis Group's Peaks Research for Wealth Platforms was highlighted and John... read more
John O’Connell Featured in Financial Planning Magazine: Wealth in the age of AI: What experts hope for — and what they fear
John O'Connell was featured in Financial Planning Magazine in an article highlighting... read more
John O’Connell Featured in Financial Planning Magazine on Teaching AI What Not to Say
In this article from Financial Planning Magazine, CEO John O’Connell discusses how... read more
John O’Connell Published in Advisorpedia: FanDuel’s Entry Into Prediction Markets Signals a New Era for Investor Behavior
John O'Connell was published in Advisorpedia discussing how FanDuel has become a... read more
John O’Connell Published in Advisor Perspectives by VettaFi: The AI Revolution Is Here: Many Wealth Management Firms Are Missing Out
In John O'Connell's latest bylined article published in Advisor Perspectives by VettaFi,... read more
Cybersecurity Adoption Among Advisors Remains Low and It Needs to Change
Cybersecurity adoption is still low among advisory firms, but it’s critical for... read more
John O’Connell Featured in Advisorpedia: The Advisor Shortage Is a Design Problem. Treat It Like One.
John O'Connell was recently featured in Advisorpedia arguing that firms misdiagnose... read more
The Oasis Group Wins Thought Leadership & Education Award at the ThinkAdvisor 2024 Luminaries Awards
The Oasis Group was named the winner of the Thought Leadership and... 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