Related Posts
John O’Connell Interviewed on the Schwab Network at the 2025 Schwab IMPACT Conference: ‘Rise of the Activist Investor:’ Role of Retail Investors & AI in Growing Interest
John O'Connell, author of "Rise of the Activist Investor", joins the Next... read more
The Oasis Group Featured in Wealthtech Roundup from Wealth Solutions Report
In the November 2025 Wealthtech Roundup from Wealth Solutions Report, two of... read more
John O’Connell Published in Advisorpedia: Smarter Prompts, Better Advice: How Wealth Managers Can Use Prompt Engineering To Get More From AI
John O'Connell discusses how wealth managers can use prompt engineering to get... 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
The Oasis Group Named Top WealthTech Consultancy in WealthTech Americas Awards 2024
The Oasis Group was awarded and named a top WealthTech Consultancy &... read more
John O’Connell Featured in Financial Planning Magazine: What advisors should prioritize when evaluating tech purchases
John O'Connell was featured in this Financial Planning Magazine article covering a... 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 Featured in Action! Magazine: AI note takers 101: The advisor’s guide
In this article from Action! Magazine by AdvisorEngine, highlighting The Oasis Group's... read more
John O’Connell Published in Retirement Daily on TheStreet: Digital Pump and Dump: How Scammers Target Retirees on Social Media
John O'Connell authored this article for Retirement Daily on TheStreet, where he... read more
John O’Connell Published in ThinkAdvisor: 3 Ways to Store and Use Client Data
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more