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.”
John O'Connell was quoted in Financial Planning Magazine, joining a group... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O’Connell offers insights to Action! Magazine regarding strategies for advisors in... read more
In this article from Financial Planning Magazine, CEO John O’Connell discusses how... read more
The financial advisor event anticipates a record number of attendees with a... read more
John O'Connell was featured in this article by Wealth Solutions Report where... read more
Plus Goldman Sachs entrepreneurship certificate, South Africa conference and other news WAUKEE, Iowa, July 18, 2023 /PRNewswire/... read more
John O'Connell participated in a roundtable with other wealthtech leaders at... read more
TradePMR has issued a warning in a new white paper to Registered... read more
Millions of current, former, and prospective customers’ personal data has been compromised... read more
