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Family Wealth Report Awards 2026: The Oasis Group Named a Finalist for Family Office Management Consultancy
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John O’Connell Quoted in The Daily Upside: AI Investments Zero In on Estate Planning With Wealth.com’s $65M Round
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John O’Connell Quoted in InvestmentNews: AI wrap: Carson deploys in-house chatbot, Tifin launches AI agent platform
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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 Featured in Family Wealth Report: AI 2026: Increased Adoption, New Use Cases, Regulatory Concerns And New FPA Initiative
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John O’Connell Published in Wealth Management: No New Rules Doesn’t Mean No Examination
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John O’Connell Published in Wealth Solutions Report: Strategies For Rethinking Fee Structures In Volatile Markets
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John O’Connell Featured in Financial Planning Magazine: Wealth firms should rescue client experience from the margins, experts urge
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