Related Posts
John O’Connell Featured in Financial Planning Magazine: What advisors should prioritize when evaluating tech purchases
John O'Connell was featured in this Financial Planning Magazine article covering a... read more
John O’Connell Featured in Financial Planning Magazine on Tech-Stack Diets for Advisory Firms
CEO John O'Connell was featured in this article from Financial Planning Magazine,... read more
John O’Connell Shares How Advisors Can Create Innovative Service Offerings in Action! Magazine
John O’Connell offers insights to Action! Magazine regarding strategies for advisors in... read more
John O’Connell Featured in Wealth Solutions Report: T3: AI-Enabled Operational Excellence And CRMs In The Age Of AI
This article from Wealth Solutions Report recaps the 'Driving Growth Through AI-Enabled... read more
John O’Connell Featured in Citywire: Why does cybersecurity remain a struggle for RIAs?
John O'Connell was quoted in this article from Citywire discussing the challenges... read more
John O’Connell Featured in WealthManagement.com: Fireflies.ai Throws Down the AI Notetaking Gauntlet
John O'Connell was quoted in this article from WealthManagement.com that discusses the... 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 Featured in Financial Planning Magazine on Using Social Media Compliantly
The Oasis Group CEO John O’Connell was featured in an article in... read more
John O’Connell Featured in InvestmentNews: Dynasty RIA Intellectus Partners spins out agentic AI platform, appoints CEO
John O'Connell was quoted in this InvestmentNews article about RIA Intellectus Partners... read more
John O’Connell Interviewed on the Swift Cam at the 2025 Wealth Management EDGE Conference
In this Swift Cam video interview from the 2025 Wealth Management EDGE... read more