Related Posts
John O’Connell Quoted in The Daily Upside: AI Investments Zero In on Estate Planning With Wealth.com’s $65M Round
John O'Connell was quoted in this article from The Daily Upside where... read more
Margaritas with Marguerita Cheng
John joins Marguerita Cheng on her podcast and video show, Margaritas with... read more
John O’Connell Featured in Wealth Solutions Report: T3: AI-Enabled Operational Excellence And CRMs In The Age Of AI
This article from Wealth Solutions Report recaps the 'Driving Growth Through AI-Enabled... read more
The Oasis Group Featured in Financial Planning Magazine: The T3 2026 announcements that wealth managers should know
The Oasis Group was featured in this Financial Planning Magazine article featuring... read more
John O’Connell Featured in Financial Planning Magazine: Wealth firms should rescue client experience from the margins, experts urge
Financial Planning Magazine recaps the insightful panel led by John O'Connell at... read more
John O’Connell Featured in Financial Planning Magazine: Why and how wealth firms should own their data
John O'Connell was featured in Financial Planning Magazine in an article about... read more
John O’Connell Published in Wealth Solutions Report: No Examiner Is Coming. That Doesn’t Make Family Offices Safe.
John O'Connell authored this article for Wealth Solutions Report where he discusses... read more
John O’Connell Published in Wealth Solutions Report: Robinhood’s Wealth Management Push Is Redefining Access
John O'Connell authored this article for Wealth Solutions Report, covering Robinhood's strategic... read more
The Oasis Group and AdvisorEngine Release Research Report on AI Prospecting Tools
Read more about The Oasis Group's Peaks Research on AI Prospecting Tools,... read more
John O’Connell Featured in Wealth Solutions Report: Wealthtech Is Opening Doors For Advisors To Serve The Mass Affluent
In this article from Wealth Solutions Report, John O'Connell weighs in on... read more