John O’Connell Featured in Financial Planning Magazine: CFP Board addresses AI risk with new ethics guide
John O'Connell weighs in on the CFP's release of a "Generative AI Ethics Guide" in this article from Financial Planning Magazine.
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John O’Connell Featured in Barron’s: Here’s How Financial Advisors Are Using AI in Their Businesses Right Now
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.
John O’Connell Featured in The Fintech Times: What Are the Potential Drawbacks of Automating Back-Office Operations?
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.
The Oasis Group Named Top WealthTech Consultancy in WealthTech Americas Awards 2025
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.
Webinar with Kwanti: How Financial Advisors Can Combat Concentration Risk in the Markets, with John O’Connell and Patric Glassell
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 Featured in The Daily Upside: Just a Third of Americans Are Confident Managing Their Finances
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.
John O’Connell Interviewed on the Swift Cam at the 2025 Advyzon Conference
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.
John O’Connell Quoted in InvestmentNews: Robinhood going after advisory business ‘aggressively’
John O'Connell was quoted in this article from InvestmentNews discussing Robinhood's acquisition of TradePMR and their plans to pursue the advisor business.