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John O’Connell Quoted in RIABiz on AI and the Growth of Canoe Intelligence
John O'Connell was quoted in this article from RIABiz, discussing artificial intelligence... read more
John O’Connell Quoted in The Daily Upside: Wealthtech Innovation Is Becoming Advisors’ Biggest Frustration
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John O’Connell Interviewed on the Swift Cam at the 2025 Wealth Management EDGE Conference
In this Swift Cam video interview from the 2025 Wealth Management EDGE... read more
John O’Connell Interviewed by RIA Channel: The Oasis Group’s John O’Connell On Building An Acceptable AI Use Policy
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John O’Connell Published in Advisorpedia: Making the Transition: How Wealth Management Firms Should Evaluate Google Finance in Their Research Stack
John O’Connell was published in Advisorpedia discussing how wealth management firms now... read more
John O’Connell Published in Kiplinger: Using Google AI Tools Can Give Your Advisory Firm the Edge — If You Do These 5 Things First
John O'Connell authored this article for Kiplinger where he discusses how Google... read more
8 Reasons to Focus on Wealthy Clients’ Debt – John O’Connell featured in ThinkAdvisor
This article in ThinkAdvisor recaps a white paper on liability management, authored... read more
The Oasis Group Featured in TradePMR News Release on Yahoo! Finance
The Oasis Group was featured in this news release from TradePMR, published... read more
The Oasis Group Announces Launch of Online Training Platform Set to Transform the Wealth Management Industry
Developed by industry veteran John O’Connell, the courses are built to provide... read more
John O’Connell Featured in Barron’s: Smaller Independent RIAs Face a Tough Choice: Scale Up, Sell Out, or Slow Down
In this article from Barron's Advisor, John O'Connell discusses the biggest hurdles... read more