John O’Connell was quoted in this article from The Daily Upside where he weighs in on Wealth.com‘s funding round and estate planning tools in fintech, noting how it has become one of the fastest-growing tech categories in the financial planning industry – “growing faster than alternative investment adoption in my discussions with wealth management firms.”
John O'Connell authored this article in Wealth Solutions Report, discussing how AI... read more
John O'Connell was featured in Salesforce's AI Playbook, discussing the wealth management... read more
John O'Connell shares valuable insights in this article from Financial Planning Magazine,... read more
John O'Connell is featured in this InvestmentNews article on how captive... read more
In this bylined article written for Advisorpedia, John O'Connell discusses how Claude... read more
The Oasis Group was featured in this Financial Planning Magazine article featuring... read more
John O'Connell authored this article for Advisor Perspectives by Vetta Fi where... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
In this article from Barron's Advisor, John O'Connell discusses the biggest hurdles... read more
In this episode of The WealthTech Podcast, John O’Connell breaks down what’s... read more
