John O’ Connell was interviewed by Johnny Sandquist for an ‘On the Circuit‘ segment at the 2024 RIA Edge West Conference, discussing the CTO Think Tank he led at the conference, what wealth management CTOs need to do to keep their firms ahead of pace and protected in a challenging environment for RIAs, and what technology problems need to be solved to get them to the next level of growth.
This article from Wealth Solutions Report recaps the 'Driving Growth Through AI-Enabled... read more
In this article from Financial Planning Magazine, CEO John O'Connell shares... read more
Do you own your data? That may sound like a strange question.... read more
CEO John O'Connell was featured in this article from Wealth Solutions Report... read more
John O'Connell was featured in this blog post from RightCapital discussing how... read more
In this Swift Cam video interview from the 2024 Schwab IMPACT Conference,... read more
This article from Citywire dives into The Oasis Group's Peaks Research for... read more
John O'Connell weighs in on the CFP's release of a "Generative AI... read more
John O'Connell shares valuable insights in this article from Financial Planning Magazine,... read more
This article from InvestmentNews highlights the latest white paper from The Oasis... read more
