Related Posts
John O’Connell Featured in Wealth Solutions Report: Wealthtech Is Opening Doors For Advisors To Serve The Mass Affluent
In this article from Wealth Solutions Report, John O'Connell weighs in on... read more
John O’Connell Featured in Financial Planning Magazine: Most advisors see AI in investing as a risk
John O'Connell is quoted in this article from Financial Planning for his... read more
John O’Connell Interviewed by WealthManagement.com at the 2023 T3 Conference: Cybersecurity Adoption Among Advisors Remains Low and It Needs to Change
John O’Connell of the Oasis Group offers advice on how to approach... read more
John O’Connell Published in Retirement Daily on TheStreet: Digital Pump and Dump: How Scammers Target Retirees on Social Media
John O'Connell authored this article for Retirement Daily on TheStreet, where he... read more
John O’Connell Interviewed on the Swift Cam at the Schwab Impact 2024 Conference
In this Swift Cam video interview from the 2024 Schwab IMPACT Conference,... read more
John O’Connell Featured in Action! Magazine: AI note takers 101: The advisor’s guide
In this article from Action! Magazine by AdvisorEngine, highlighting The Oasis Group's... read more
John O’Connell Published in Advisor Perspectives by VettaFi: The Evolution of RIA Acquisition Models
The Oasis Group CEO John O’Connell wrote this bylined article that was... 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
John O’Connell Published in Advisorpedia: The Salesforce Seduction: Why CRM-Centric Process Management Is Inadequate for Wealth Management Firms
In this bylined article for Advisorpedia, John O'Connell examines the fundamental shortcomings... read more
John O’Connell Interviewed on the Swift Cam at 2024 Wealth Management EDGE Conference
In this Swift Cam video interview from the 2024 Wealth Management EDGE... read more