John O’Connell was featured in Salesforce’s AI Playbook, discussing the wealth management industry’s embrace of AI: “The importance of AI in wealth management is being increasingly recognized, offering unprecedented opportunities for efficiency, firm growth plans, and client service.”
Financial Planning Magazine recaps the insightful panel led by John O'Connell at... read more
John O'Connell authored this article for Retirement Daily on TheStreet, where he... read more
Learn more about the new Peaks Research series from The Oasis Group... read more
In this Swift Cam video interview from the 2025 Advyzon Conference, John... read more
John O'Connell was featured in this article from Barron's Advisor covering how... read more
John O'Connell was quoted in this article from WealthManagement.com that discusses the... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
In the article 7 Tips for Writing a Unique Value Proposition, John... read more
John O’Connell was quoted in this article from InvestmentNews discussing what new... read more
