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.
The latest white paper from The Oasis Group, 'Agentic AI in Wealth... read more
John O'Connell wrote this piece for Rethinking65 on why advisors expanding... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
The Oasis Group CEO John O'Connell was featured in this article from... read more
In this article from The Daily Upside, John O'Connell provides exclusive insights... read more
John O'Connell wrote this bylined article in Financial Planning Magazine, sharing how... read more
John O'Connell was quoted in Financial Planning Magazine, joining a group... read more
John O'Connell was featured in this blog post from RightCapital discussing how... read more
The Oasis Group CEO John O’Connell was featured in an article in... read more
John O'Connell is featured in this InvestmentNews article on how captive... read more
