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John O’Connell Published in Advisorpedia: The Salesforce Seduction: Why CRM-Centric Process Management Is Inadequate for Wealth Management Firms
In this bylined article for Advisorpedia, John O'Connell examines the fundamental shortcomings... read more
John O’Connell Published in Advisor Perspectives by VettaFi: Using AI to Create a Monte Carlo Retirement Simulation
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John O’Connell Published in Advisor Perspectives by VettaFi: Every Wealth Manager Needs to Know About MOVEit
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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 Quoted in InvestmentNews: AI wrap: Carson deploys in-house chatbot, Tifin launches AI agent platform
John O'Connell weighs in on the new in-house chatbot from Carson Group... read more
John O’Connell Published In Advisor Perspectives by Vetta Fi: Your CRM Doesn’t Talk to Your Email — And That’s a Problem
John O'Connell was published in Advisor Perspectives by Vetta Fi where he... read more
John O’Connell Quoted in MarketWatch: That money request could be an AI deepfake stealing from your account – here’s how to protect yourself
In this article from MarketWatch, John O'Connell provides examples of AI deepfake... read more
John O’Connell Published in Advisor Perspectives by VettaFi: Prepare for the Changing Landscape in Cybersecurity
This article examines the challenges associated with the SEC’s proposed cybersecurity risk... read more
John O’Connell Featured in Multiple Articles on AI from Financial Planning Magazine
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A New Frontier In Ransomware Tactics: BlackCat/ALPHV Exploits SEC Disclosure Rules
John O’Connell, CEO and Founder of The Oasis Group recently offered insights... read more