The Oasis Group CEO John O’Connell wrote this bylined article that was published in Advisor Perspectives by VettaFi, where he provides a thorough guide of the steps financial advisors should take to respond to digital identity theft.
John O'Connell was featured in Financial Planning Magazine in an article about why and how wealth management firms should own their data. The article also highlights a recent webinar that The Oasis Group held with ByAllAccounts, part of Morningstar Wealth.
John O'Connell was featured in Financial Planning Magazine in an article highlighting experts' hopes and fears when it comes to the use of AI in the wealth management industry.
John O’Connell discusses key trends shaping the industry with WealthManagement.com at the 2025 Advyzon Conference. Their discussion ranges from AI and cybersecurity to alternative investments and the buy vs. build debate.
In this article from The Daily Upside, John O’Connell highlights the inefficiencies and limitations of current CRM solutions and notes that many are stagnating in terms of new features.
John O’Connell stopped by the T3 Social Cam to share how he helps advisors get the most out of their T3 Conference experience, recommending that advisors make a list of vendors they want to meet and set up meetings before the conference begins.
John O’Connell was featured in this article from Barron’s Advisor where he shares insights on how career changers can be attractive candidates for wealth management firms.
The Oasis Group earned the highest client satisfaction rating in the Data Warehouse Services category of the 2025 Software Survey from T3 Technology Tools for Today and Inside Information.
Financial Planning Magazine recaps the insightful panel led by John O'Connell at 2025 T3 Technology Conference, discussing how wealth management firms can rescue the client experience via wealthtech.
John O'Connell weighs in on the CFP's release of a "Generative AI Ethics Guide" in this article from Financial Planning Magazine.
