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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: Business Process Management: Why Wealth Management Firms Must Embrace It Now
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John O’Connell Featured in ThinkAdvisor: Avoid This Mistake When Deploying AI Agents
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John O’Connell Interviewed on the Swift Cam at the 2024 MarketCounsel Summit
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John O’Connell Quoted in RIABiz Articles on Financial Planning Software
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The Oasis Group Featured in Wealthtech Roundup from Wealth Solutions Report
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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 Published in Advisor Perspectives by VettaFi: AI Chatbots: Transforming Wealth Management Through Innovation
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John O’Connell Featured in Financial Planning Magazine on Easy AI Tools for Advisors
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John O’Connell Featured in Financial Planning Magazine: Wealth firms should rescue client experience from the margins, experts urge
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