John O’Connell Quoted in InvestmentNews: InvestCloud rolls out new-generation AI solutions with Zocks, smartKYC
In this article from InvestmentNews about InvestCloud's new suite of artificial intelligence-enabled...
John O’Connell Published in Wealth Solutions Report: The Top Scams Targeting Ultra-High Net Worth Americans In 2025
John O’Connell authored this article for Wealth Solutions Report, discussing how UHNW...
John O’Connell Featured in Citywire: Why does cybersecurity remain a struggle for RIAs?
John O'Connell was quoted in this article from Citywire discussing the challenges...
John O’Connell Featured in PlanAdviser: Matching a Wealth Platform to a Firm’s Business Model
The Oasis Group's Peaks Research for Wealth Platforms was highlighted and John...
Webinar with Libretto: From Risk Tolerance to Real Life: Rethinking Financial Planning for Every Generation, with Jeff Coyle & John O’Connell
In this informative webinar recording, John O’Connell of The Oasis Group and...
CTO Insights Unlocked: Tech Strategies Reshaping Wealth Management – Webinar with WealthManagement.com
Watch this webinar replay co-hosted by The Oasis Group and WealthManagement.com. John...
John O’Connell Published in Advisor Perspectives by VettaFi: Building a Prompting Workflow for Your Practice
As more firms embrace AI tools, the key to success lies in...
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'...
Technology Leadership in Wealth Management – CTO Think Tank White Paper on WealthManagement.com
Access an insightful white paper for wealth management firms, CTOs, and technology...