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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
John O’Connell Featured in Financial Planning Magazine on Tech Vendor Relationships
The Oasis Group CEO John O’Connell was featured in an article in... read more
John O’Connell Published in ThinkAdvisor: Salesforce Breach Exposes Risk for Wealth Firms; Here Are 6 Steps to Take Now
John O’Connell authored this article in ThinkAdvisor, where he delivers a critical... read more
Financial Advisors can learn from T-Mobile’s data breach
Millions of current, former, and prospective customers’ personal data has been compromised... read more
John O’Connell Featured in Financial Planning Magazine on Using Social Media Compliantly
The Oasis Group CEO John O’Connell was featured in an article in... read more
John O’Connell Featured in Financial Planning Magazine: Why and how wealth firms should own their data
John O'Connell was featured in Financial Planning Magazine in an article about... read more
John O’Connell Quoted in Family Wealth Report on Envestnet Possibly Restructuring After Bain Purchase
The Oasis Group CEO John O’Connell was quoted in this article in... read more
John O’Connell Published in Advisorpedia: The Salesforce Seduction: Why CRM-Centric Process Management Is Inadequate for Wealth Management Firms
In this bylined article for Advisorpedia, John O'Connell examines the fundamental shortcomings... read more
John O’Connell Published in Advisor Perspectives by VettaFi: A Guide for Using TikTok and Temu
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O’Connell and The Oasis Group Named Finalists for the 2025 WealthManagement.com Industry Awards
In the 2025 WealthManagement.com Industry Awards, often referred to as the Wealthies,... read more