CEO John O’Connell was quoted in this FA Upside article from The Daily Upside, where he weighs in on and adds perspective to Fidelity’s recent data breach: “We should keep in mind that these incidents may sound large, but affect only a small percentage of the firm’s 51.5 million individual clients.”
In the November 2025 Wealthtech Roundup from Wealth Solutions Report, two of... read more
John O'Connell was recently featured in Professional Wealth Management with an... read more
John O'Connell was quoted in Financial Planning Magazine, joining a group... read more
John O'Connell discusses how wealth managers can use prompt engineering to get... read more
John O'Connell, founder and CEO of The Oasis Group, has been featured... read more
This article by ETF Database by VettaFi shares details on AI experts... read more
The RIA technology landscape is evolving rapidly - it seems like there... read more
In this bylined article for Advisorpedia, John O'Connell examines the fundamental shortcomings... read more
John O’ Connell was interviewed for an 'On the Circuit' segment at... read more
In this article from Barron's Advisor, John O'Connell discusses the biggest hurdles... read more
