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John O’Connell Featured in Fiduciary Voices: Technology and AI Roundtable hosted by Financial Advisor Magazine
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John O’Connell and The Oasis Group Named Finalists for the 2025 WealthManagement.com Industry Awards
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John O’Connell Featured in Barron’s on Financial Advisor Billing & Fees
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John O’Connell Published in Advisorpedia: Claude for Wealth Management: The AI Collaborator Every Advisor Needs
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John O’Connell Quoted in RIABiz Articles on Financial Planning Software
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John O’Connell Quoted in Family Wealth Report on Envestnet Possibly Restructuring After Bain Purchase
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John O’Connell Interviewed by Chris Latham: Using AI for Workflows in Advisor Practices
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TradePMR Issues Warning to RIAs in New White Paper: It’s Time to Understand Ownership of Client Data
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John O’Connell Featured in Citywire: Why does cybersecurity remain a struggle for RIAs?
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John O’Connell Interviewed by WealthManagement.com at the 2025 Advyzon Conference: 2025 WealthTech Trends: AI, Cybersecurity, and the Future of Advisor Tech
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