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The Oasis Group Named a Finalist in the Technology Disruptors Category of the 2024 WealthManagement.com Industry Awards
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John O’Connell Featured in Citywire: Where is the AI notetaker boom headed?
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John O’Connell Published in Advisorpedia: The Salesforce Seduction: Why CRM-Centric Process Management Is Inadequate for Wealth Management Firms
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John O’Connell Featured in Barron’s: Here’s How Financial Advisors Are Using AI in Their Businesses Right Now
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John O’Connell Published in Advisor Perspectives by VettaFi: Don’t Use Your Company Email for Personal Purposes
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John O’Connell Quoted in RIABiz on the Scramble for Morningstar Office Users
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TradePMR Issues Warning to RIAs in New White Paper: It’s Time to Understand Ownership of Client Data
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Margaritas with Marguerita Cheng
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John O’Connell Quoted in MarketWatch: That money request could be an AI deepfake stealing from your account – here’s how to protect yourself
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