John O’Connell was quoted in Financial Planning Magazine, joining a group of experts in a discussion on the changing landscape for financial advisors in relation to AI and how AI is changing advisors’ jobs: “If you’re not using AI now and getting educated now, you are going to be left behind because everybody else is moving a lot faster than you are.”
John O’Connell was featured in this RIABiz article discussing Schwab's new $5-per-RIA-client... read more
This article examines the challenges associated with the SEC’s proposed cybersecurity risk... read more
John O’Connell wrote this bylined article that was published in ThinkAdvisor, where... read more
In the November 2025 Wealthtech Roundup from Wealth Solutions Report, two of... read more
Prep for ransomware attacks or be ready to pay the price. Ransomware... read more
John O'Connell weighs in on the CFP's release of a "Generative AI... read more
John O'Connell wrote this bylined article published in Advisor Perspectives by VettaFi,... read more
For the third year in a row, The Oasis Group has been... read more
CEO John O'Connell was featured in this article from Wealth Solutions Report... read more
John O'Connell played a prominent role as the moderator of a wealthtech... read more
