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John O’Connell Published in ThinkAdvisor: 3 Ways to Store and Use Client Data
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John O’Connell Featured in WealthManagement.com: Fireflies.ai Throws Down the AI Notetaking Gauntlet
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John O’Connell Interviewed on The WealthTech Podcast: WealthTech Innovation: AI, Data & Integrations
In this episode of The WealthTech Podcast, John O’Connell breaks down what’s... read more
John O’Connell Featured in Financial Planning Magazine: How AI Is Changing Financial Advisors’ Jobs
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John O’Connell Featured in Wealth Solutions Report: Oasis Group And Practifi Address CRM Selection In Research
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The Oasis Group Featured in TradePMR News Release on Yahoo! Finance
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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... read more
John O’Connell Featured in The Daily Upside: Advisors Feel Underskilled, Overwhelmed With Private Assets
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The Oasis Group Featured in Financial Planning Magazine: The T3 2026 announcements that wealth managers should know
The Oasis Group was featured in this Financial Planning Magazine article featuring... read more
John O’Connell Published in Advisor Perspectives by VettaFi: The Evolution of RIA Acquisition Models
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more