Related Posts
Margaritas with Marguerita Cheng
John joins Marguerita Cheng on her podcast and video show, Margaritas with... read more
John O’Connell Featured in Financial Planning Magazine: The Cybersecurity Questions Advisors Must Ask Vendors
John O'Connell joins a roundtable discussion for Financial Planning Magazine where he... read more
RIAs Weigh In: Three Tips for Advisors Evaluating Prospective Vendors
The RIA technology landscape is evolving rapidly - it seems like there... read more
John O’Connell Published in Advisor Perspectives by VettaFi: Responding to Digital Identity Theft: A Guide for Financial Advisors
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O’Connell Featured in Financial Planning Magazine: CFP Board addresses AI risk with new ethics guide
John O'Connell weighs in on the CFP's release of a "Generative AI... read more
John O’Connell Featured in Financial Planning Magazine: Most advisors see AI in investing as a risk
John O'Connell is quoted in this article from Financial Planning for his... read more
The Oasis Group Named ‘Best of the Best in 2025’ in Wealth Management Magazine Issue Highlighting WealthManagement.com Industry Awards Finalists
The Oasis Group was featured in Wealth Management Magazine's 'Best of the... read more
John O’Connell Quoted in InvestmentNews: InvestCloud rolls out new-generation AI solutions with Zocks, smartKYC
In this article from InvestmentNews about InvestCloud's new suite of artificial intelligence-enabled... read more
John O’Connell Quoted in MarketWatch: That money request could be an AI deepfake stealing from your account – here’s how to protect yourself
In this article from MarketWatch, John O'Connell provides examples of AI deepfake... read more
John O’Connell Featured in Financial Planning Magazine on Easy AI Tools for Advisors
In this article from Financial Planning Magazine, CEO John O'Connell shares... read more