Related Posts
John O’Connell Interviewed by RIA Channel: The Oasis Group’s O’Connell On Mapping Artificial Intelligence In Wealth Technology
John O’Connell was interviewed on the RIA Channel at the Schwab IMPACT... read more
John O’Connell Published in Advisor Perspectives by VettaFi: Every Wealth Manager Needs to Know About MOVEit
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O’Connell Interviewed on the Swift Cam at the 2025 Schwab IMPACT Conference
John O'Connell is interviewed on the Swift Cam at the 2025 Schwab... read more
John O’Connell Quoted in InvestmentNews: Robinhood going after advisory business ‘aggressively’
John O'Connell was quoted in this article from InvestmentNews discussing Robinhood's acquisition... read more
John O’Connell Published in Advisor Perspectives by VettaFi: The AT&T Data Breach: How Advisors Can Protect Their Firm and Their Clients
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O’Connell Published in Advisorpedia: Smarter Prompts, Better Advice: How Wealth Managers Can Use Prompt Engineering To Get More From AI
John O'Connell discusses how wealth managers can use prompt engineering to get... read more
John O’Connell Interviewed on the Swift Cam at the 2025 Wealth Management EDGE Conference
In this Swift Cam video interview from the 2025 Wealth Management EDGE... read more
The Differences Between Structured and Unstructured Data for Your RIA
RIA firm data can influence everything from operations to client service to... read more
John O’Connell Featured in Rethinking65:Expanding AI Usage? Start in the Back Office
John O'Connell wrote this piece for Rethinking65 on why advisors expanding... read more
John O’Connell Interviewed by ThinkAdvisor: The Estate Tax Exemption Cliff Is No More. Now What?
John O'Connell was recently featured in a ThinkAdvisor Q&A on estate... read more