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John O’Connell Spoke at Financial Planning ADVISE AI 2025 Conference: AI can whip up a financial plan in seconds. But can advisors trust it?
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John O’Connell Published in Wealth Solutions Report: Robinhood’s Wealth Management Push Is Redefining Access
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John O’Connell Published In Advisor Perspectives by Vetta Fi: Your CRM Doesn’t Talk to Your Email — And That’s a Problem
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The Oasis Group Releases Research Report Analyzing Wealth Platforms
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John O’Connell Featured in InvestmentNews:Prediction markets are going mainstream — advisors need a clear answer ready
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John O’Connell Featured in Financial Planning Magazine on Tech-Stack Diets for Advisory Firms
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John O’Connell Published in Advisor Perspectives by VettaFi: CTOs Must Govern Shadow AI or Face Security Risk
John O'Connell authored this article in Advisor Perspectives by VettaFi where he... read more
Do You Own Your Client Data? You May Be Surprised by the Answer
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John O’Connell Interviewed by RIA Channel: The Oasis Group’s John O’Connell On Building An Acceptable AI Use Policy
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John O’Connell Featured in Financial Planning Magazine: The Cybersecurity Questions Advisors Must Ask Vendors
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