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The Differences Between Structured and Unstructured Data for Your RIA
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John O’Connell Published in Advisor Perspectives by VettaFi: Building a Prompting Workflow for Your Practice
As more firms embrace AI tools, the key to success lies in... read more
John O’Connell Published in ThinkAdvisor: Big Tech Is Making Index Funds Riskier – Here’s What Advisors Can Do
The Oasis Group CEO John O’Connell wrote this bylined article that was... 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 and The Oasis Group Named Finalists for the 2025 WealthManagement.com Industry Awards
In the 2025 WealthManagement.com Industry Awards, often referred to as the Wealthies,... read more
John O’Connell Quoted in Barron’s: Why Some Wealth Management Firms Actively Seek Career Changers
John O’Connell was featured in this article from Barron’s Advisor where he... read more
John O’Connell Featured in The Daily Upside: Advisors Feel Underskilled, Overwhelmed With Private Assets
John O'Connell was featured in this article from The Daily Upside where... read more
John O’Connell Featured in Financial Planning Magazine: Why diversification matters when it comes to marketing
John O'Connell shares valuable insights in this article from Financial Planning Magazine,... read more
John O’Connell Published in Barron’s: Why Wealth Management Firms Need an AI Acceptable Use Policy
John O'Connell penned this article for Barron's Advisor on 'Why Wealth Management... read more
John O’Connell Interviewed on the Swift Cam at 2024 Wealth Management EDGE Conference
In this Swift Cam video interview from the 2024 Wealth Management EDGE... read more