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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 Financial Planning Magazine: The Cybersecurity Questions Advisors Must Ask Vendors
John O'Connell joins a roundtable discussion for Financial Planning Magazine where he... read more
The Oasis Group and AdvisorEngine Release Research Report on AI Prospecting Tools
Read more about The Oasis Group's Peaks Research on AI Prospecting Tools,... read more
John O’Connell Interviewed on the goRIA Podcast Fueled by InvestmentNews at Envestnet’s 2025 Elevate Conference
John O'Connell was interviewed by Chuck Failla on the goRIA Podcast Fueled... read more
John O’Connell Published in FinTecBuzz: How Artificial Intelligence Will Revolutionize the Wealth Management Industry
CEO John O’Connell wrote this bylined article that was published in FinTecBuzz,... read more
John O’Connell Published in Advisor Perspectives by VettaFi: The AT&T Data Breach: How Advisors Can Protect Their Firm and Their Clients
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O’Connell Quoted in Family Wealth Report on Envestnet Possibly Restructuring After Bain Purchase
The Oasis Group CEO John O’Connell was quoted in this article in... read more
John O’Connell Interviewed ‘On the Circuit’ at RIA Edge West 2024
John O’ Connell was interviewed for an 'On the Circuit' segment at... read more
John O’Connell Published in Advisor Perspectives by VettaFi: Building a Prompting Workflow for Your Practice
As more firms embrace AI tools, the key to success lies in... 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