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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.
John O'Connell was featured in this article from Barron's Advisor covering how financial advisors are using AI in their practices, highlighting note taking and client communications as the two biggest use cases right now.
In this article from The Fintech Times examining how AI can be properly utilized within back-office operations, John O'Connell explains why having personnel overseeing automation in financial firms that employ AI is essential.
For the second year in a row, The Oasis Group has been named the winner of the Consultancy Award in the WealthTech Consultancy & Training category of the 2025 WealthTech Americas Awards, published by WealthBriefing and Family Wealth Report.
In this webinar replay, John O’Connell, CEO of The Oasis Group, and Patric Glassell, Chief Growth Officer of Kwanti, discuss how to analyze the concentration risk in the markets, strategies that advisors should consider to protect client portfolios, and more.
John O'Connell was quoted in this article from The Daily Upside on how only a third of Americans are confident about managing their finances and only 3 in 10 Americans are seeking out financial advice.
In this Swift Cam video interview from the 2025 Advyzon Conference, John O'Connell shares his thoughts on the second annual Advyzon Conference, the panel he participated in on how technology can drive efficiencies for RIA practices, and much more.
