Related Posts

John O’Connell Published in Advisor Perspectives by VettaFi: AI Chatbots: Transforming Wealth Management Through Innovation
John O'Connell wrote this bylined article for Advisor Perspectives by VettaFi, where... read more

John O’Connell Featured in the Salesforce AI Playbook: Redefining Wealth Management for the Future
John O'Connell was featured in Salesforce's AI Playbook, discussing the wealth management... read more

John O’Connell Published in Advisor Perspectives by VettaFi: Prepare for the Changing Landscape in Cybersecurity
This article examines the challenges associated with the SEC’s proposed cybersecurity risk... read more

John O’Connell Shares How Advisors Can Create Innovative Service Offerings in Action! Magazine
John O’Connell offers insights to Action! Magazine regarding strategies for advisors in... read more

John O’Connell Published in ThinkAdvisor: Big Tech Is Making Index Funds Riskier – Here’s What Advisors Can Do
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more

John O’Connell Published in Advisor Perspectives by VettaFi: Building a Prompting Workflow for Your Practice
As more firms embrace AI tools, the key to success lies in... read more

TradePMR Announces Dynamic Lineup of Speakers for Annual SYNERGY Conference
The financial advisor event anticipates a record number of attendees with a... read more

John O’Connell Published in Advisor Perspectives by VettaFi: Cybersecurity Guidance for Financial Advisors
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more

John O’Connell Featured in WealthManagement.com: Fireflies.ai Throws Down the AI Notetaking Gauntlet
John O'Connell was quoted in this article from WealthManagement.com that discusses the... read more

New Paper on Liability Management Shows Financial Advisors How to Optimize Client Wealth
Industry thought leaders at T3 and Oasis Group partner with Sora Finance,... read more