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John O’Connell Featured in Family Wealth Report: AI 2026: Increased Adoption, New Use Cases, Regulatory Concerns And New FPA Initiative
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John O’Connell Featured in Action! Magazine: AI note takers 101: The advisor’s guide
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John O’Connell Published in ThinkAdvisor: Salesforce Breach Exposes Risk for Wealth Firms; Here Are 6 Steps to Take Now
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Family Wealth Report Awards 2026: The Oasis Group Named a Finalist for Family Office Management Consultancy
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Advisors and New Technology: Advisor360° Newsletter featuring John O’Connell
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John O’Connell Featured in Barron’s: Here’s How Financial Advisors Are Using AI in Their Businesses Right Now
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John O’Connell Featured in Financial Planning Magazine: CFP Board addresses AI risk with new ethics guide
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