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John O’Connell Published in ThinkAdvisor: When AI Is Taking Notes, Beware of These 6 Types of Hallucinations
John O’Connell wrote this bylined article that was published in ThinkAdvisor, where... read more
John O’Connell Featured in Multiple Articles on AI from Financial Planning Magazine
The Oasis Group CEO weighs in on AI in wealth management, including... read more
John O’Connell Featured in Financial Planning Magazine: Advisors are Using AI but Skipping Compliance Guardrails
John O'Connell was quoted in Financial Planning discussing how even though financial... read more
John O’Connell Interviewed on the goRIA Podcast Fueled by InvestmentNews at Envestnet’s 2025 Elevate Conference
John O'Connell was interviewed by Chuck Failla on the goRIA Podcast Fueled... read more
John O’Connell Published in Advisorpedia: FINRA Doesn’t Need the SEC’s Permission. Neither Does Your Next Examination.
John O'Connell authored this article for Advisorpedia, where he discusses the AI... read more
John O’Connell Published in Wealth Management Magazine: Will AI Replace Financial Advisors? Not Quite – But It Will Replace Their Tasks
John O'Connell was published in Wealth Management Magazine's 2025 Midyear Outlook issue,... read more
The WealthStack Podcast by WealthManagement.com: The Future of Investing with John O’Connell
In this episode of The WealthStack Podcast by WealthManagement.com, Shannon Rosic speaks... read more
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 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... read more
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... read more