Recently, John O’Connell published an article in Financial Advisor Magazine. The article discusses the risk Wealth Management firms run into when it comes to holding onto clients’ tax records. He asserts that, without proper document management, firms often expose themselves to major risk unnecessarily.
This article from Advisorpedia highlights the most impactful parts of the 2026... read more
CEO John O'Connell was featured in this article from Wealth Solutions Report... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O’Connell offers a critical perspective on two major launches in the... read more
Google's AI-powered Finance platform represents more than a free alternative to expensive... read more
John O'Connell was quoted in this Advisor Perspectives by VettaFi article on... read more
John O’Connell was featured in this article from InvestmentNews, where he discussed... read more
John O'Connell shares valuable insights in this article from Financial Planning Magazine,... read more
In this article from Barron's Advisor, John O'Connell discusses the biggest hurdles... read more
The Oasis Group's John O'Connell was featured in this Connect360° newsletter from... read more
