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John O’Connell Featured in Barron’s: Smaller Independent RIAs Face a Tough Choice: Scale Up, Sell Out, or Slow Down
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John O’Connell Featured in Financial Planning Magazine: Wealth in the age of AI: What experts hope for — and what they fear
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John O’Connell Published in Advisorpedia: Smarter Prompts, Better Advice: How Wealth Managers Can Use Prompt Engineering To Get More From AI
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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 Featured in The Daily Upside on Envestnet’s Sale to Bain Capital
The Oasis Group CEO John O’Connell was quoted in this FA Upside... read more
John O’Connell Published in Advisor Perspectives by VettaFi: The Rise of AUM Fees: Why the Next Market Correction Puts the Model at Risk
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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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Rain Maker’s Roundup with John O’Connell
Rain Maker’s Roundup host, Mark Iorio, takes a look at the financial... read more
Ransomware on the rise and the risks to Financial Services firms
Prep for ransomware attacks or be ready to pay the price. Ransomware... read more
John O’Connell Featured in Financial Planning Magazine on Top AI Tools
The Oasis Group CEO John O'Connell was featured in this article in... read more