CEO John O’Connell was quoted in this FA Upside article from The Daily Upside, where he discusses the different applications of artificial intelligence, including AI assistants, and how AI will add immense value to wealth management firms: “AI will fundamentally reshape the financial advice industry.”
John O'Connell was profiled by Authority Magazine, participating in a '5 Things'... read more
RIA firm data can influence everything from operations to client service to... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
In the 2025 WealthManagement.com Industry Awards, often referred to as the Wealthies,... read more
John O'Connell participated in a roundtable with other wealthtech leaders at... read more
John O'Connell authored this article for Wealth Management Magazine where he discusses... read more
The Oasis Group CEO John O'Connell was featured in this article from... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O’Connell offers insights to Action! Magazine regarding strategies for advisors in... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
