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John O’Connell Quoted in RIABiz Articles on Financial Planning Software
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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
TradePMR Issues Warning to RIAs in New White Paper: It’s Time to Understand Ownership of Client Data
TradePMR has issued a warning in a new white paper to Registered... read more
John O’Connell Quoted in Family Wealth Report on Envestnet’s Future Under Bain Capital
CEO John O'Connell was quoted in this article in Family Wealth Report... read more
John O’Connell Featured in Financial Planning Magazine: How AI Is Changing Financial Advisors’ Jobs
John O'Connell was quoted in Financial Planning Magazine, joining a group... read more
Margaritas with Marguerita Cheng
John joins Marguerita Cheng on her podcast and video show, Margaritas with... read more
John O’Connell Published in Advisor Perspectives by VettaFi: Every Wealth Manager Needs to Know About MOVEit
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O’Connell Featured in Wealth Solutions Report on Cybersecurity Risks Continuing to Grow
John O'Connell was featured in this article by Wealth Solutions Report where... read more
John O’Connell Quoted in InvestmentNews: Robinhood going after advisory business ‘aggressively’
John O'Connell was quoted in this article from InvestmentNews discussing Robinhood's acquisition... read more
John O’Connell Featured in Multiple Articles on AI from Financial Planning Magazine
The Oasis Group CEO weighs in on AI in wealth management, including... read more