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John O’Connell Quoted in InvestmentNews: AI wrap: Carson deploys in-house chatbot, Tifin launches AI agent platform
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John O’Connell Published in Advisor Perspectives by Vetta Fi: Why You Can’t Segment Your Prospects (And Why That Means You’re Treating Everyone the Same)
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John O’Connell Published in Wealth Management Magazine: Will AI Replace Financial Advisors? Not Quite – But It Will Replace Their Tasks
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John O’Connell Published in Wealth Solutions Report: The Top Scams Targeting Ultra-High Net Worth Americans In 2025
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The Oasis Group Featured in TradePMR News Release on Yahoo! Finance
The Oasis Group was featured in this news release from TradePMR, published... read more
The Oasis Group Named a Finalist in Two Categories in the ThinkAdvisor 2024 Luminaries Awards
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John O’Connell Published in Wealth Solutions Report: No Examiner Is Coming. That Doesn’t Make Family Offices Safe.
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John O’Connell Featured in RightCapital Blog: How to Evaluate WealthTech AI for Financial Advisors
John O'Connell was featured in this blog post from RightCapital discussing how... read more
John O’Connell Featured in Wealth Solutions Report: Is Your Firm Over-Trading Because Technology Makes It Easy?
John O'Connell wrote this piece for Wealth Solutions Report on why... read more
Do You Own Your RIA Custodian Data? Let’s Find Out
Do you own your data? That may sound like a strange question.... read more