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John O’Connell Featured in Financial Planning Magazine: Don’t adopt advisor AI because of FOMO
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John O’Connell Featured in InvestmentNews: What the Robinhood TradePMR Deal Means for RIAs
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John O’Connell Published in Wealth Solutions Report: The AI Agent Is Only As Smart As Your Workflow
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John O’Connell Published in Advisor Perspectives by VettaFi: Using AI to Create a Monte Carlo Retirement Simulation
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John O’Connell and The Oasis Group Named Finalists for the 2025 WealthManagement.com Industry Awards
In the 2025 WealthManagement.com Industry Awards, often referred to as the Wealthies,... read more
John O’Connell Featured in Financial Planning Magazine on Tech Vendor Relationships
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John O’Connell Published in Advisorpedia: Claude for Wealth Management: The AI Collaborator Every Advisor Needs
In this bylined article written for Advisorpedia, John O'Connell discusses how Claude... read more
John O’Connell Featured in Barron’s: How Innovative Firms Are Training Next-Gen Advisors
John O'Connell was quoted in this article from Barron's Advisor discussing how... read more
John O’Connell Published in Advisorpedia: FanDuel’s Entry Into Prediction Markets Signals a New Era for Investor Behavior
John O'Connell was published in Advisorpedia discussing how FanDuel has become a... read more
US warns of potential Russian cyberattacks on wealth managers
The Department of Homeland Security has set up a page warning of... read more