The Oasis Group CEO John O’Connell was featured in an article in Financial Planning Magazine on how financial advisors can use social media compliantly to reach younger generations and take advantage of the great wealth transfer: “The most successfully growing firms know their ideal prospect and personalize their messaging to that prospect.”
The financial advisor event anticipates a record number of attendees with a... read more
John O'Connell joins a roundtable discussion for Financial Planning Magazine where he... read more
John O'Connell was quoted in Financial Planning Magazine, discussing how financial advisors... read more
RIA client data comes in many forms – while some data may... read more
In this bylined article written for Advisorpedia, John O'Connell discusses how Claude... read more
In this article from Financial Planning, John O'Connell weighs in on the... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O'Connell was quoted in this article from Barron's Advisor discussing how... read more
In this Swift Cam video interview from the 2025 Advyzon Conference, John... read more
John O'Connell participated in a roundtable with other wealthtech leaders at... read more
