John O’Connell Featured in Financial Planning Magazine: AI for Wealth Client Growth? Slowly But Surely
John O'Connell was quoted in Financial Planning Magazine, discussing how financial advisors are utilizing AI for marketing and client growth.
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The Oasis Group Featured in TradePMR News Release on Yahoo! Finance
The Oasis Group was featured in this news release from TradePMR, published in Yahoo! Finance, citing their performance in our Vantage Point Peaks Research for Custodian Platforms.
John O’Connell Quoted in Family Wealth Report on Envestnet’s Future Under Bain Capital
CEO John O'Connell was quoted in this article in Family Wealth Report discussing Envestnet's future after being purchased by Bain Capital, how they will review Envestnet's various software products, and more.
Webinar with Visory: Making Cybersecurity and Managed IT Part of Your Firm’s Overall Value Proposition
John O'Connell will participate in a webinar on Sept. 25th with Visory, a technology and cybersecurity partner for financial advisors, where he'll discuss how cybersecurity and managed IT have become vital components of an advisory firm's value proposition.
Swift Chat Interview with John O’Connell: AI in WealthTech + Custodian Research Reports + Cyber Training
In this Swift Chat interview, John O'Connell joins Marie Swift to discuss the importance of advisory firms implementing AI, our new research series called Vantage Point Peaks, and how cybersecurity risks are growing more complex for financial services firms.
John O’Connell Published in Advisor Perspectives by VettaFi: Secure Your Digital Life by Using Multiple Email Accounts
The Oasis Group CEO John O’Connell wrote this bylined article that was published in Advisor Perspectives by VettaFi, where he recommends how to best utilize multiple email accounts to safeguard your personal and professional information.
Webinar with Morningstar: Top Wealthtech Trends Shaping the Future of Advisory Services
John O'Connell participated in a webinar on September 24th with Morningstar Wealth and ByAllAccounts, discussing wealthtech trends shaping the future of advisory services.
John O’Connell Featured in Financial Planning Magazine: How AI Is Changing Financial Advisors’ Jobs
John O'Connell was quoted in Financial Planning Magazine, joining a group of experts in a discussion on the changing landscape for financial advisors in relation to AI and how AI is changing advisors' jobs.