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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 Featured in TechFinitive: CIO Playbook 2026: What technology leaders really think about enterprise AI adoption
John O’Connell was featured in TechFinitive's CIO Playbook 2026, discussing what tech... 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 Featured in Wealth Solutions Report: Oasis Group And AdvisorEngine Release Research On AI Prospecting Tools
In this article from Wealth Solutions Report, John O'Connell provides exclusive insights... read more
John O’Connell Featured in Wealth Solutions Report on Client Liabilities Management for Advisors
CEO John O'Connell was featured in this article from Wealth Solutions Report... read more
John O’Connell Quoted in Family Wealth Report: Software Shakeup: New AI Category Disrupting Notetakers, CRM
John O'Connell was quoted in this article from Family Wealth Report, examining... read more
John O’Connell Published in Advisor Perspectives by VettaFi: The SEC Isn’t Coming. That’s the Problem.
John O'Connell authored this article in Advisor Perspectives by VettaFi discussing the... read more
John O’Connell Published in Advisor Perspectives by VettaFi: The Limitations of SOC2 Audits in Preventing Cybersecurity Breaches: A Critical Analysis
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O’Connell Published in Advisor Perspectives by VettaFi: Start Your Year with A Technology Assessment
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Margaritas with Marguerita Cheng
John joins Marguerita Cheng on her podcast and video show, Margaritas with... read more