Article, News
John O’Connell Quoted in Financial Planning Magazine: If AI is a bubble, how can advisors prepare?
John O'Connell is quoted in this article from Financial Planning Magazine discussing...
Article, News
John O’Connell Featured in RIABiz: Schwab’s new $5-per-RIA-client trading fees set to activate Tuesday
John O’Connell was featured in this RIABiz article discussing Schwab's new $5-per-RIA-client...
Webinar
Webinar with Practifi: Ditch the Widgets: Building an AI-Ready RIA on Structured Workflows and Enterprise Data Models
John O'Connell of The Oasis Group and Conor Curtis of Practifi unpack...
Article, News
John O’Connell Featured in Wealth Solutions Report: Oasis Group And Practifi Address CRM Selection In Research
The Oasis Group recently released a new white paper on customer relationship...
Peaks Perspective
Your Wealth Management CRM Doesn’t Have Sales Stages – And It’s Costing You Clients
Your conversion process has stages whether your CRM acknowledges them or not....
Webinar
Webinar: AI-Enhanced Phishing Attacks: Why Traditional Training Isn’t Enough & What Actually Works
In this insightful webinar, John O'Connell and Tim O'Connell delve into AI-enhanced...
Speaking
John O’Connell Speaking at 2026 FIRMA National Risk Management Training Conference: Practical AI in Wealth Management
John O'Connell is speaking at the 2026 FIRMA National Risk Management Training...
White Paper
CRM Selection in Wealth Management: Beyond the Build-vs-Buy Decision 2026
This white paper, covering CRM selection in the wealth management industry and...
Webinar
Webinar with Archive Intel: Compliance Reimagined: Turning Regulatory Requirements into Competitive Advantage
Industry leaders John O'Connell of The Oasis Group and Larry Shumbres of...