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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 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
The Oasis Group Featured in Financial Planning Magazine: The T3 2026 announcements that wealth managers should know
The Oasis Group was featured in this Financial Planning Magazine article featuring... read more
John O’Connell Quoted in RIABiz on AI and the Growth of Canoe Intelligence
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John O’Connell Interviewed by RIA Channel: The Oasis Group’s O’Connell On Mapping Artificial Intelligence In Wealth Technology
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John O’Connell Published in Advisor Perspectives by VettaFi: Building a Prompting Workflow for Your Practice
As more firms embrace AI tools, the key to success lies in... read more
Do You Own Your RIA Custodian Data? Let’s Find Out
Do you own your data? That may sound like a strange question.... 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
John O’Connell Published In Advisor Perspectives by Vetta Fi: Your CRM Doesn’t Talk to Your Email — And That’s a Problem
John O'Connell was published in Advisor Perspectives by Vetta Fi where he... read more
John O’Connell Interviewed by Wealth Management
John O'Connell was recently interviewed by Wealth Management about Cybersecurity adoption... read more