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John O’Connell Quoted in InvestmentNews: Robinhood going after advisory business ‘aggressively’
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The Oasis Group Named a Finalist in Two Categories in the ThinkAdvisor 2024 Luminaries Awards
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John O’Connell Published in Advisor Perspectives by VettaFi: Business Process Management: Why Wealth Management Firms Must Embrace It Now
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John O’Connell Featured in Financial Planning Magazine on AI Chatbots
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John O’Connell Featured in Financial Planning Magazine on Tech Vendor Relationships
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John O’Connell Published in Wealth Solutions Report: The AI Agent Is Only As Smart As Your Workflow
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RIAs Weigh In: Three Tips for Advisors Evaluating Prospective Vendors
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John O’Connell Featured in Financial Planning Magazine on Top AI Tools
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John O’Connell Featured in The Daily Upside: Advisors Feel Underskilled, Overwhelmed With Private Assets
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