The Oasis Group CEO John O’Connell was featured in an article in Financial Planning Magazine on how financial advisors can use social media compliantly to reach younger generations and take advantage of the great wealth transfer.
The Oasis Group CEO John O’Connell was quoted in this article in Family Wealth Report discussing Bain Capital’s acquisition of Envestnet.
The Oasis Group CEO John O’Connell was quoted in this FA Upside article from The Daily Upside, where he weighs in on the news about Envestnet being sold to Bain Capital.
The Oasis Group CEO John O'Connell was featured in this article in Financial Planning Magazine covering top AI tools for the wealth management industry picked by wealth leaders, where he highlights AI-powered writing assistant Jasper.ai.
The Oasis Group CEO John O’Connell wrote this bylined article that was published in Advisor Perspectives by VettaFi, where he outlines key steps and best practices financial advisors should take to become trusted advisors in the realm of cybersecurity.
The Oasis Group CEO John O'Connell was featured in this article from Family Wealth Report covering the hottest AI use cases for advisors.
The Oasis Group CEO John O’Connell was featured in an article in Financial Planning Magazine on relationships with tech vendors, discussing data sharing, cybersecurity, how to end a relationship, how to navigate contracts, and more.
The Oasis Group CEO John O’Connell wrote this bylined article that was published in Advisor Perspectives by VettaFi, where he elaborates on how a Chief Growth Officer differs from a CMO and shares why your wealth management firm needs a CGO to spark organic growth.
The Oasis Group CEO weighs in on AI in wealth management, including the peril and potential, how advisors are using it, how it influences vendor pricing, and more
The Oasis Group CEO John O’Connell wrote this bylined article that was published in Advisor Perspectives by VettaFi, providing a guide to using TikTok and Temu, two popular apps that are subjects of increasing concern over privacy practices. John details the privacy conundrum and data collection concerns, as well as the compounded risks for financial...
