Related Posts
Identifying Well-Rounded Value
John discusses how to identify the value within your wealth management firm... read more
John O’Connell Named to Top Financial Professionals 2023 Hot List by InvestmentNews
The Oasis Group CEO John O'Connell was named a top financial professional... read more
John O’Connell Featured in Wealth Solutions Report: T3’s AI University: Agents, Prospecting And Transformation
John O’Connell was featured in this article from Wealth Solutions Report, recapping... read more
John O’Connell Published in Financial Advisor Magazine: Why Wealth Management Firms Should Embrace Business Process Management Today
John O'Connell authored this article for Financial Advisor, where he discusses Business... read more
CTO Survival Guide
Learn from some of the leading CTOs in the wealth management industry... read more
John O’Connell Interviewed on Maximizer’s The Advisor Tech Series – Conversations from T3: How will AI adoption help increase RIA valuation?
In this short conversation from the 2026 T3 Conference, John O’Connell talks... read more
John O’Connell Interviewed by WealthManagement.com at the 2023 T3 Conference: Cybersecurity Adoption Among Advisors Remains Low and It Needs to Change
John O’Connell of the Oasis Group offers advice on how to approach... read more
John O’Connell Interviewed by Wealth Management
John O'Connell was recently interviewed by Wealth Management about Cybersecurity adoption... read more
John O’Connell Featured in Citywire: Where is the AI notetaker boom headed?
This article from Citywire dives into The Oasis Group's Peaks Research for... read more
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