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John O’Connell Quoted in InvestmentNews: InvestCloud rolls out new-generation AI solutions with Zocks, smartKYC
In this article from InvestmentNews about InvestCloud's new suite of artificial intelligence-enabled... read more
John O’Connell Featured in Wealth Solutions Report on Client Liabilities Management for Advisors
CEO John O'Connell was featured in this article from Wealth Solutions Report... read more
John O’Connell Quoted in Financial Planning Magazine: The AI tools meant to save time are burning out advisors
In this article from Financial Planning Magazine, discussing how AI may be... read more
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... read more
John O’Connell Published in Advisor Perspectives by VettaFi: The Rise of AUM Fees: Why the Next Market Correction Puts the Model at Risk
John O'Connell authored this article for Advisor Perspectives by Vetta Fi where... read more
John O’Connell Published in Advisor Perspectives by VettaFi: The Limitations of SOC2 Audits in Preventing Cybersecurity Breaches: A Critical Analysis
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
Swift Chat Interview with John O’Connell: AI in WealthTech + Custodian Research Reports + Cyber Training
In this Swift Chat interview, John O'Connell joins Marie Swift to discuss... 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 Published in ThinkAdvisor: Big Tech Is Making Index Funds Riskier – Here’s What Advisors Can Do
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
Swift Chat Interview with John O’Connell: Agentic AI, GenAI, WealthTech Knowledge, T3, and more
In this Swift Chat video interview and podcast, John O’Connell joins... read more