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John O’Connell Featured in Financial Planning Magazine: Wealth firms should rescue client experience from the margins, experts urge
Financial Planning Magazine recaps the insightful panel led by John O'Connell at... read more
John O’Connell Featured in Wealth Solutions Report: T3’s AI University: Agents, Prospecting And Transformation
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8 Reasons to Focus on Wealthy Clients’ Debt – John O’Connell featured in ThinkAdvisor
This article in ThinkAdvisor recaps a white paper on liability management, authored... read more
John O’Connell Featured in PlanAdviser: Matching a Wealth Platform to a Firm’s Business Model
The Oasis Group's Peaks Research for Wealth Platforms was highlighted and John... read more
John O’Connell Quoted in InvestmentNews: Anthropic’s Claude code leak: Should RIA firms and advisors be worried?
John O’Connell was featured in this article from InvestmentNews, where he discussed... read more
John O’Connell Published in FinTecBuzz: How Artificial Intelligence Will Revolutionize the Wealth Management Industry
CEO John O’Connell wrote this bylined article that was published in FinTecBuzz,... read more
US warns of potential Russian cyberattacks on wealth managers
The Department of Homeland Security has set up a page warning of... read more
John O’Connell Interviewed on The WealthTech Podcast: WealthTech Innovation: AI, Data & Integrations
In this episode of The WealthTech Podcast, John O’Connell breaks down what’s... read more
John O’Connell Published in Advisor Perspectives by VettaFi: Don’t Use Your Company Email for Personal Purposes
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O’Connell Featured in The Fintech Times: WealthTech and Wealth Management in 2025 – Key Trends Shaping the Future of Finance
In this article from The Fintech Times, John O'Connell discusses key trends... read more