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John O’Connell Featured in Wealth Solutions Report: Oasis Group And AdvisorEngine Release Research On AI Prospecting Tools
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John O’Connell Published in Barron’s: Why Wealth Management Firms Need an AI Acceptable Use Policy
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John O’Connell Published in Advisor Perspectives by VettaFi: How Smaller Firms Can Achieve Data Lineage with Simple Agents
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John O’Connell Published in Advisorpedia: Smarter Prompts, Better Advice: How Wealth Managers Can Use Prompt Engineering To Get More From AI
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John O’Connell Quoted in InvestmentNews: Anthropic’s Claude code leak: Should RIA firms and advisors be worried?
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The Oasis Group Named a Finalist in Three Categories in the ThinkAdvisor 2025 Luminaries Awards
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John O’Connell Featured in Advisorpedia: Key Insights From the 2026 T3 Conference
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John O’Connell Published in Advisor Perspectives by VettaFi: Secure Your Digital Life by Using Multiple Email Accounts
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John O’Connell Featured in Barron’s on Financial Advisor Billing & Fees
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