Related Posts
John O’Connell Spoke at Financial Planning ADVISE AI 2025 Conference: AI can whip up a financial plan in seconds. But can advisors trust it?
Summary: John O'Connell was featured in this article from Financial Planning Magazine... read more
John O’Connell Featured in The Daily Upside: AI Assistants Are Taking Over Wall Street
The Oasis Group CEO John O’Connell was quoted in this FA Upside... read more
John O’Connell Featured in Action! Magazine: From AI FOMO to AI strategy: A wake-up call for financial advisors
This article from Action! Magazine powered by AdvisorEngine focuses on a conversation... read more
John O’Connell Featured in TechFinitive: CIO Playbook 2026: What technology leaders really think about enterprise AI adoption
John O’Connell was featured in TechFinitive's CIO Playbook 2026, discussing what tech... read more
The Oasis Group Featured in Wealth Solutions Report: Oasis Group and AdvisorEngine Address How Advisors Can Overcome Growth Obstacles
This article from Wealth Solutions Report covers a new white paper from... read more
TradePMR Outlines Cybersecurity Challenges, Risks Faced by RIAs in New White Paper
TradePMR has published a new white paper for Registered Investment Advisers (RIAs)... read more
John O’Connell Published in Wealth Management: No New Rules Doesn’t Mean No Examination
John O'Connell authored this article for Wealth Management Magazine where he discusses... read more
John O’Connell Featured in Family Wealth Report: AI 2026: Increased Adoption, New Use Cases, Regulatory Concerns And New FPA Initiative
In this article published in Family Wealth Report, John O'Connell provides insights... read more
TradePMR Issues Warning to RIAs in New White Paper: It’s Time to Understand Ownership of Client Data
TradePMR has issued a warning in a new white paper to Registered... read more
John O’Connell Featured in Financial Planning Magazine: Some Advisors Rage Against the Machine Learning
John O'Connell was quoted in this Financial Planning article about why some... read more