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John O’Connell Interviewed by Chris Latham: Using AI for Workflows in Advisor Practices
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John O’Connell Quoted in InvestmentNews: Robinhood going after advisory business ‘aggressively’
John O'Connell was quoted in this article from InvestmentNews discussing Robinhood's acquisition... read more
Margaritas with Marguerita Cheng
John joins Marguerita Cheng on her podcast and video show, Margaritas with... 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 Wealth Solutions Report on Client Liabilities Management for Advisors
CEO John O'Connell was featured in this article from Wealth Solutions Report... read more
The Oasis Group Announces Launch of Online Training Platform Set to Transform the Wealth Management Industry
Developed by industry veteran John O’Connell, the courses are built to provide... read more
John O’Connell Featured in Financial Planning Magazine on Top AI Tools
The Oasis Group CEO John O'Connell was featured in this article in... read more
John O’Connell Published in ThinkAdvisor: Salesforce Breach Exposes Risk for Wealth Firms; Here Are 6 Steps to Take Now
John O’Connell authored this article in ThinkAdvisor, where he delivers a critical... read more
John O’Connell Interviewed by WealthManagement.com at the Advyzon Conference: The Evolving Role of AI in Wealth Management
John O'Connell broke down the impactful ways that AI can transform the... read more
John O’Connell Published in Advisor Perspectives by VettaFi: Start Your Year with A Technology Assessment
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more