Related Posts

John O’Connell Featured in Financial Planning Magazine on Tech-Stack Diets for Advisory Firms
CEO John O'Connell was featured in this article from Financial Planning Magazine,... read more

Zero Trust Cybersecurity Approach – Protecting Your Firm, And Your Clients
Cyber criminals are becoming increasingly sophisticated. How can RIAs help ensure that... read more

John O’Connell Interviewed by RIA Channel: The Oasis Group’s John O’Connell On Building An Acceptable AI Use Policy
John O’Connell was interviewed by RIA Channel at the 2025 Advyzon Conference,... read more

Margaritas with Marguerita Cheng
John joins Marguerita Cheng on her podcast and video show, Margaritas with... read more

US warns of potential Russian cyberattacks on wealth managers
The Department of Homeland Security has set up a page warning of... read more

John O’Connell Featured in Financial Planning Magazine: Explore the future of wealth management at ADVISE AI
This article from Financial Planning Magazine gives an inside scoop on some... read more

Advisors and New Technology: Advisor360° Newsletter featuring John O’Connell
The Oasis Group's John O'Connell was featured in this Connect360° newsletter from... read more

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

John O’Connell Published in Wealth Management Magazine: Will AI Replace Financial Advisors? Not Quite – But It Will Replace Their Tasks
John O'Connell was published in Wealth Management Magazine's 2025 Midyear Outlook issue,... read more

John O’Connell Featured in Wealth Solutions Report: AI Note Takers Help Wealth Managers: Oasis Group Study
The Oasis Group's latest research report on AI Note Takers was featured... read more