Article, News
John O’Connell Published in Wealth Solutions Report: Google Finance Brings Sophisticated Research Tools Without The Enterprise Price Tag
John O'Connell wrote this article for Wealth Solutions Report discussing how Google...
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...
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...
Webinar
Webinar with Aidentified: Using Data Intelligence to Build Deeper Client Relationships
In this webinar replay, John O’Connell, alongside Dan Cavanaugh and Erika...
Article, News
John O’Connell Featured in Wealth Solutions Report: 2026: The Year Of Serious AI Adoption
In this article from Wealth Solutions Report, John O'Connell and other wealthtech...