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John O’Connell Featured in Wealth Solutions Report: Oasis Group And AdvisorEngine Release Research On AI Prospecting Tools
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John O’Connell Featured in WealthManagement.com on WealthTech Panel at RIA Edge LA: AI Agents Are Next Wave of Use for RIAs
John O'Connell played a prominent role as the moderator of a wealthtech... read more
John O’Connell Featured in Financial Planning Magazine: How Robinhood’s TradePMR acquisition changes the industry
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John O’Connell Interviewed by Chris Latham: Using AI for Workflows in Advisor Practices
In this video interview with industry reporter, Chris Latham, John O'Connell discusses... read more
John O’Connell Published in Wealth Solutions Report: Robinhood’s Wealth Management Push Is Redefining Access
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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 The Daily Upside: What Fidelity’s Data Breach Means for Advisors
CEO John O’Connell was quoted in this FA Upside article from The... read more
John O’Connell Featured in The Daily Upside: Advisors Feel Underskilled, Overwhelmed With Private Assets
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Margaritas with Marguerita Cheng
John joins Marguerita Cheng on her podcast and video show, Margaritas with... read more
US warns of potential Russian cyberattacks on wealth managers
The Department of Homeland Security has set up a page warning of... read more