Related Posts
John O’Connell Published in ThinkAdvisor: 3 Ways to Store and Use Client Data
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O’Connell Interviewed on T3 Social Cam at the 2026 T3 Technology Conference: AI University and AI Prompt Engineering
John O’Connell was interviewed on the T3 Social Cam at the 2026... read more
RIAs Weigh In: Three Tips for Advisors Evaluating Prospective Vendors
The RIA technology landscape is evolving rapidly - it seems like there... read more
John O’Connell Featured in WealthManagement.com on WealthTech Panel at RIA Edge LA: AI Agents Are Next Wave of Use for RIAs
John O'Connell played a prominent role as the moderator of a wealthtech... 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 Interviewed on the Schwab Network at the 2025 Schwab IMPACT Conference: ‘Rise of the Activist Investor:’ Role of Retail Investors & AI in Growing Interest
John O'Connell, author of "Rise of the Activist Investor", joins the Next... read more
John O’Connell Featured in Wealth Solutions Report: T3: AI-Enabled Operational Excellence And CRMs In The Age Of AI
This article from Wealth Solutions Report recaps the 'Driving Growth Through AI-Enabled... read more
The Oasis Group Named a Finalist in Two Categories in the ThinkAdvisor 2024 Luminaries Awards
The Oasis Group was named a ThinkAdvisor 2024 Luminaries Awards Finalist... read more
John O’Connell Published in Advisor Perspectives by Vetta Fi: Why You Can’t Segment Your Prospects (And Why That Means You’re Treating Everyone the Same)
John O'Connell authored this article for Advisor Perspectives by Vetta Fi where... read more
John O’Connell Published in Advisor Perspectives by VettaFi: Responding to Digital Identity Theft: A Guide for Financial Advisors
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more