In the 2025 WealthManagement.com Industry Awards, often referred to as the Wealthies, John O’Connell was named a finalist for Professional Services Firms CEO of the Year, and The Oasis Group was named a finalist for Industry Research Providers – thanks to our Peaks Research series and AI WealthTech Map. Winners will be announced at the Wealthies Awards Gala in NYC on September 4th.
The Oasis Group was named a ThinkAdvisor 2024 Luminaries Awards Finalist... read more
John O'Connell discusses how wealth managers can use prompt engineering to get... read more
In this article from The Daily Upside, John O’Connell highlights the inefficiencies... read more
John O'Connell shares valuable insights in this article from Financial Planning Magazine,... read more
TradePMR has issued a warning in a new white paper to Registered... read more
John O'Connell weighs in on the CFP's release of a "Generative AI... read more
John O'Connell was quoted in this article from WealthManagement.com that discusses the... read more
John O’Connell wrote this bylined article that was published in ThinkAdvisor, where... read more
John O'Connell was featured in this Connect360° newsletter from Advisor360° discussing how... read more
This article examines the challenges associated with the SEC’s proposed cybersecurity risk... read more
