John O’Connell was featured in Salesforce’s AI Playbook, discussing the wealth management industry’s embrace of AI: “The importance of AI in wealth management is being increasingly recognized, offering unprecedented opportunities for efficiency, firm growth plans, and client service.”
In this article from Financial Planning Magazine, John O'Connell weighs in on... read more
John O'Connell was published in Wealth Management Magazine's 2025 Midyear Outlook issue,... read more
In this Swift Cam video interview from the 2024 Wealth Management EDGE... read more
In this article from Wealth Solutions Report, John O'Connell weighs in on... read more
CEO John O'Connell was quoted in this article in Family Wealth Report... read more
Developed by industry veteran John O’Connell, the courses are built to provide... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
CEO John O'Connell was featured in this article from Financial Planning Magazine,... read more
Plus Goldman Sachs entrepreneurship certificate, South Africa conference and other news WAUKEE, Iowa, July 18, 2023 /PRNewswire/... read more
John O’Connell authored this article for Wealth Solutions Report, discussing how UHNW... read more
