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John O’Connell Published in Wealth Management Magazine: Will AI Replace Financial Advisors? Not Quite – But It Will Replace Their Tasks
John O'Connell was published in Wealth Management Magazine's 2025 Midyear Outlook issue,... read more
John O’Connell Profiled in Authority Magazine: 5 Things You Should Do To Become a Thought Leader In Your Industry
John O'Connell was profiled by Authority Magazine, participating in a '5 Things'... read more
John O’Connell Published in Advisorpedia: Making the Transition: How Wealth Management Firms Should Evaluate Google Finance in Their Research Stack
John O’Connell was published in Advisorpedia discussing how wealth management firms now... read more
New Paper on Liability Management Shows Financial Advisors How to Optimize Client Wealth
Industry thought leaders at T3 and Oasis Group partner with Sora Finance,... 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 Published in Financial Planning Magazine: Don’t trust, verify: How to thwart AI-enhanced audio deepfakes
John O'Connell wrote this bylined article in Financial Planning Magazine, sharing how... read more
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 Featured in Financial Planning Magazine on AI Chatbots
In Financial Planning Magazine, The Oasis Group's John O'Connell expounds on the... read more
John O’Connell Featured in Financial Planning Magazine: Advisors are Using AI but Skipping Compliance Guardrails
John O'Connell was quoted in Financial Planning discussing how even though financial... read more
John O’Connell Quoted in RIABiz on the Scramble for Morningstar Office Users
John O'Connell was quoted in this article from RIABiz discussing how various... read more