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John O’Connell Featured in Financial Planning Magazine: Why and how wealth firms should own their data
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John O’Connell Published in Advisor Perspectives by VettaFi: Start Your Year with A Technology Assessment
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John O’Connell Featured in InvestmentNews: Dynasty RIA Intellectus Partners spins out agentic AI platform, appoints CEO
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John O’Connell Interviewed on the Swift Cam at the 2024 MarketCounsel Summit
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John O’Connell Featured in The Fintech Times: What Are the Potential Drawbacks of Automating Back-Office Operations?
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John O’Connell Interviewed on the Schwab Network at the 2025 Schwab IMPACT Conference: ‘Rise of the Activist Investor:’ Role of Retail Investors & AI in Growing Interest
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The Oasis Group Named a Finalist in the Technology Disruptors Category of the 2024 WealthManagement.com Industry Awards
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John O’Connell Featured in PlanAdviser: Matching a Wealth Platform to a Firm’s Business Model
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John O’Connell Published in Advisor Perspectives by VettaFi: The Limitations of SOC2 Audits in Preventing Cybersecurity Breaches: A Critical Analysis
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John O’Connell Published in Advisor Perspectives by VettaFi: Building a Prompting Workflow for Your Practice
As more firms embrace AI tools, the key to success lies in... read more