Related Posts

John O’Connell Featured in Wealth Solutions Report on Cybersecurity Risks Continuing to Grow
John O'Connell was featured in this article by Wealth Solutions Report where... read more

The Oasis Group and AdvisorEngine Release Research Report on Artificial Intelligence Note Takers
Read more about The Oasis Group's Peaks Research for AI Note Takers,... read more

John O’Connell Quoted in The Daily Upside: Why Advisors Are Ditching Their CRMs
In this article from The Daily Upside, John O’Connell highlights the inefficiencies... read more

John O’Connell Published in Advisor Perspectives by VettaFi: Responding to Digital Identity Theft: A Guide for Financial Advisors
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more

RIAs Weigh In: Three Tips for Advisors Evaluating Prospective Vendors
The RIA technology landscape is evolving rapidly - it seems like there... read more

John O’Connell Featured in Financial Planning Magazine: CFP Board addresses AI risk with new ethics guide
John O'Connell weighs in on the CFP's release of a "Generative AI... read more

John O’Connell Quoted in Family Wealth Report on Envestnet’s Future Under Bain Capital
CEO John O'Connell was quoted in this article in Family Wealth Report... read more

New Paper on Liability Management Shows Financial Advisors How to Optimize Client Wealth
Industry thought leaders at T3 and Oasis Group partner with Sora Finance,... read more

John O’Connell Quoted in RIABiz on AI and the Growth of Canoe Intelligence
John O'Connell was quoted in this article from RIABiz, discussing artificial intelligence... read more

John O’Connell Featured in The Daily Upside: Advisors Feel Underskilled, Overwhelmed With Private Assets
John O'Connell was featured in this article from The Daily Upside where... read more