Insights From The Oasis Group

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Access our latest AI WealthTech Map to see the top artificial intelligence solutions for the wealth management industry!

Webinar with Carefull: Counseling Your Clients To Avoid Fraud for Themselves and Their Parents with Todd Rovak & John O’Connell

In this webinar replay, John O’Connell and Todd Rovak, CEO of Carefull, shared crucial information on how financial advisors can protect clients and their parents from fraud while also strengthening client relationships.

John O’Connell to Speak at the 2025 Advyzon Conference: Utilizing Technology to Grow and Drive Efficiencies

John O’Connell will speak on a panel of technology experts at the 2025 Advyzon Conference on Thursday, February 13th, where they’ll discuss how financial advisors can utilize wealthtech solutions to grow their practice and drive efficiencies.

John O’Connell Featured in The Daily Upside: Advisors Feel Underskilled, Overwhelmed With Private Assets

John O'Connell was featured in this article from The Daily Upside where he discusses how even though an overwhelming majority of US companies are now private, and assets like private equity, credit, and real estate are becoming huge hits with investors, private markets should be approached cautiously.