The Oasis Group CEO John O’Connell wrote this bylined article that was published in Advisor Perspectives by VettaFi, highlighting specific examples of SOC2 failures across multiple industries.
In this article from The Fintech Times, John O'Connell discusses key trends he thinks will shape the wealthtech and wealth management industries in 2025.
The Oasis Group CEO John O’Connell wrote this bylined article that was published in ThinkAdvisor, discussing how to navigate the complexities of the current state of U.S. Stock Market.
In this Swift Cam video interview from the 2024 MarketCounsel Summit, John O'Connell highlights his panel discussion on artificial intelligence and how to harness AI for business growth.
In this Swift Cam video interview from the 2024 Schwab IMPACT Conference, John O'Connell discusses his conference experience plus Oasis' latest resources for wealth management firms.
In this article from Financial Planning Magazine, John O'Connell weighs in on Robinhood's acquisition of TradePMR, noting that the move should benefit both parties and have a significant impact on the industry.
In this article from InvestmentNews, John O'Connell shares his thoughts on the Robinhood acquisition of TradePMR. This acquisition gives TradePMR a large infusion of cash for TradePMR to continue to enhance their custodian platform.
John O'Connell authored this article in Wealth Solutions Report where he dissects the oft misunderstood term "thought leader" and shares the benefits of becoming a thought leader, how to become one, and more.
John O’ Connell was interviewed for an 'On the Circuit' segment at the RIA Edge West 2024 Conference, discussing the CTO Think Tank he led at the conference and what technology problems need to be solved to get wealth management firms to the next level of growth.
John O'Connell was quoted in this article from Barron's Advisor discussing how innovative wealth management firms are training next-gen advisors through apprenticeships and other training programs.
