Related Posts
John O’Connell Featured in Financial Planning Magazine on Teaching AI What Not to Say
In this article from Financial Planning Magazine, CEO John O’Connell discusses how... read more
John O’Connell Published in Wealth Solutions Report: Robinhood’s Wealth Management Push Is Redefining Access
John O'Connell authored this article for Wealth Solutions Report, covering Robinhood's strategic... read more
John O’Connell Published in Advisor Perspectives by VettaFi: Secure Your Digital Life by Using Multiple Email Accounts
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O’Connell Interviewed by RIA Channel: The Oasis Group’s O’Connell On Mapping Artificial Intelligence In Wealth Technology
John O’Connell was interviewed on the RIA Channel at the Schwab IMPACT... read more
John O’Connell Published in Advisorpedia: Claude for Wealth Management: The AI Collaborator Every Advisor Needs
In this bylined article written for Advisorpedia, John O'Connell discusses how Claude... read more
John O’Connell Quoted in InvestmentNews: Robinhood going after advisory business ‘aggressively’
John O'Connell was quoted in this article from InvestmentNews discussing Robinhood's acquisition... read more
John O’Connell Published in Advisorpedia: Making the Transition: How Wealth Management Firms Should Evaluate Google Finance in Their Research Stack
John O’Connell was published in Advisorpedia discussing how wealth management firms now... read more
John O’Connell Published in Barron’s: Why Wealth Management Firms Need an AI Acceptable Use Policy
John O'Connell penned this article for Barron's Advisor on 'Why Wealth Management... read more
John O’Connell Published in Advisor Perspectives by VettaFi: Every Wealth Manager Needs to Know About MOVEit
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O’Connell Featured in The Daily Upside: These Are the Best AI Prospecting Tools for Advisors
In this article from The Daily Upside, John O'Connell provides exclusive insights... read more