John O’Connell Featured in Family Wealth Report on Hottest AI Use Case For Advisors
The Oasis Group CEO John O'Connell was featured in this article from Family Wealth Report covering the hottest AI use cases for advisors.
John O’Connell Featured in Financial Planning Magazine on Tech Vendor Relationships
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.
John O’Connell Published in Advisor Perspectives by VettaFi: The Strategic Imperative of Appointing a Chief Growth Officer
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.
John O’Connell Featured in Financial Planning Magazine on AI Chatbots
In Financial Planning Magazine, The Oasis Group's John O'Connell expounds on the importance of AI integration into wealth management firms and discusses how the industry is missing out on an opportunity with AI chatbots.
John O’Connell Featured in Multiple Articles on AI from Financial Planning Magazine
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
John O’Connell Published in Advisor Perspectives by VettaFi: A Guide for Using TikTok and Temu
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...
Advisors and New Technology: Advisor360° Newsletter featuring John O’Connell
The Oasis Group's John O'Connell was featured in this Connect360° newsletter from Advisor360°, focusing on what advisors are looking for in technology solutions and how firms can provide the tools they need to be productive and grow.
John O’Connell Shares How Advisors Can Create Innovative Service Offerings in Action! Magazine
John O’Connell offers insights to Action! Magazine regarding strategies for advisors in shaping their service offerings, highlighting the necessity of embracing innovation to propel growth and elevate client satisfaction effectively.
John O’Connell Published in Advisor Perspectives by VettaFi: Start Your Year with A Technology Assessment
The Oasis Group CEO John O’Connell wrote this bylined article that was published in Advisor Perspectives by VettaFi, where he discusses how to perform a technology assessment and evaluate your tech stack, detailing the main reasons to do so: aligning your tech stack with your growth strategy, ensuring protection through contract terms and performance through...
John O’Connell Published in Advisor Perspectives by VettaFi: Key Considerations for Selecting Technology
The Oasis Group CEO John O’Connell wrote this bylined article that was published in Advisor Perspectives by VettaFi, in which he discusses key considerations for how wealth management firms can approach selecting technology providers.