Article
John O’Connell Interviewed by Wealth Management
John O'Connell was recently interviewed by Wealth Management about Cybersecurity adoption...
Article, News
John O’Connell Quoted in The Daily Upside: Wealthtech Innovation Is Becoming Advisors’ Biggest Frustration
Independent advisors often have to build capabilities themselves through technology. John O'Connell...
Peaks Research
Peaks Research for Estate Planning Platforms
The fifth study of our Peaks Research series provides a comprehensive analysis...
Article, News
John O’Connell Quoted in Family Wealth Report: Software Shakeup: New AI Category Disrupting Notetakers, CRM
John O'Connell was quoted in this article from Family Wealth Report, examining...
Article, News
The Oasis Group Featured in Wealth Solutions Report: Oasis Group and AdvisorEngine Address How Advisors Can Overcome Growth Obstacles
This article from Wealth Solutions Report covers a new white paper from...
Article, News
The Oasis Group Featured in InvestmentNews: New report spotlights ‘operational paradox’ for mid-sized RIAs
This article from InvestmentNews highlights the latest white paper from The Oasis...
White Paper
Scale to Win: Examining the RIA Growth Model
This white paper from The Oasis Group, sponsored by AdvisorEngine, examines the...
Article, News
John O’Connell Quoted in Advisor Perspectives by VettaFi: The Productivity Paradox: Why AI Is Making Advisors Busier
John O'Connell was quoted in this Advisor Perspectives by VettaFi article on...
News, Podcast
John O’Connell Interviewed on T3 Hot & Happening Podcast 2026: AI, Automation, and the Future of Advice
John O'Connell was interviewed for the 2026 T3 Hot & Happening Podcast,...