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John O’Connell Featured in Wealth Solutions Report: T3’s AI University: Agents, Prospecting And Transformation
John O’Connell was featured in this article from Wealth Solutions Report, recapping... read more
John O’Connell Published in Wealth Solutions Report: Robinhood’s Wealth Management Push Is Redefining Access
John O'Connell authored this article for Wealth Solutions Report, covering Robinhood's strategic... read more
The Oasis Group and AdvisorEngine Release Research Report on Artificial Intelligence Note Takers
Read more about The Oasis Group's Peaks Research for AI Note Takers,... read more
Rain Maker’s Roundup with John O’Connell
Rain Maker’s Roundup host, Mark Iorio, takes a look at the financial... read more
John O’Connell Featured in Multiple Articles on AI from Financial Planning Magazine
The Oasis Group CEO weighs in on AI in wealth management, including... read more
John O’Connell Published in Advisor Perspectives by VettaFi: CTOs Must Govern Shadow AI or Face Security Risk
John O'Connell authored this article in Advisor Perspectives by VettaFi where he... 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
John O'Connell authored this article for Advisor Perspectives by Vetta Fi where... read more
John O’Connell Featured in Citywire: Where is the AI notetaker boom headed?
This article from Citywire dives into The Oasis Group's Peaks Research for... read more
John O’Connell Published in Advisor Perspectives by VettaFi: The Limitations of SOC2 Audits in Preventing Cybersecurity Breaches: A Critical Analysis
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O’Connell Quoted in The Daily Upside: Wealthtech Innovation Is Becoming Advisors’ Biggest Frustration
Independent advisors often have to build capabilities themselves through technology. John O'Connell... read more