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 Wealth Solutions Report, John O'Connell provides exclusive insights... read more
In this Swift Cam video interview from the 2025 Advyzon Conference, John... read more
The Oasis Group was featured in this Financial Planning Magazine article featuring... read more
John O'Connell is quoted in this article from Financial Planning Magazine discussing... read more
John O'Connell was interviewed for the 2026 T3 Hot & Happening Podcast,... read more
John O'Connell discusses how wealth managers can use prompt engineering to get... read more
John O'Connell was featured in this blog post from RightCapital discussing how... read more
The Oasis Group was named a finalist for the 'Family Office Management... read more
The $5 block trade allocation fee looks manageable in isolation. Run the... read more
John O’Connell authored this article in ThinkAdvisor, where he delivers a critical... read more
