Related Posts
John O’Connell Quoted in The Daily Upside: Why Advisors Are Ditching Their CRMs
In this article from The Daily Upside, John O’Connell highlights the inefficiencies... read more
John O’Connell Interviewed by WealthManagement.com at the 2023 T3 Conference: Cybersecurity Adoption Among Advisors Remains Low and It Needs to Change
John O’Connell of the Oasis Group offers advice on how to approach... read more
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 Wealth Solutions Report: Google Finance Brings Sophisticated Research Tools Without The Enterprise Price Tag
John O'Connell wrote this article for Wealth Solutions Report discussing how Google... read more
The Oasis Group Featured in Financial Planning Magazine: The T3 2026 announcements that wealth managers should know
The Oasis Group was featured in this Financial Planning Magazine article featuring... read more
John O’Connell Published in WealthManagement.com: Prediction Markets Find Their Regulatory Footing, But the Boundaries Remain Clear
John O'Connell authored this piece for WealthManagement.com, discussing how prediction markets have... read more
John O’Connell Published in Advisor Perspectives by VettaFi: How Smaller Firms Can Achieve Data Lineage with Simple Agents
John O'Connell authored this article for Advisor Perspectives by VettaFi, covering how... read more
John O’Connell Featured in The Daily Upside: What Fidelity’s Data Breach Means for Advisors
CEO John O’Connell was quoted in this FA Upside article from The... read more
John O’Connell Featured in Advisorpedia: Key Insights From the 2026 T3 Conference
This article from Advisorpedia highlights the most impactful parts of the 2026... read more
TradePMR Announces Dynamic Lineup of Speakers for Annual SYNERGY Conference
The financial advisor event anticipates a record number of attendees with a... read more