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Advisors and New Technology: Advisor360° Newsletter featuring John O’Connell
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John O’Connell and The Oasis Group Named Finalists for the 2025 WealthManagement.com Industry Awards
In the 2025 WealthManagement.com Industry Awards, often referred to as the Wealthies,... read more
John O’Connell Featured in The Fintech Times: WealthTech and Wealth Management in 2025 – Key Trends Shaping the Future of Finance
In this article from The Fintech Times, John O'Connell discusses key trends... read more
7 Tips for Writing a Unique Value Proposition
In the article 7 Tips for Writing a Unique Value Proposition, John... read more
John O’Connell Featured in Financial Planning Magazine: How AI Is Changing Financial Advisors’ Jobs
John O'Connell was quoted in Financial Planning Magazine, joining a group... read more
The Oasis Group Launches Research Series Analyzing Custodian Platforms and Other Wealth Management Service Providers
Learn more about the new Peaks Research series from The Oasis Group... read more
John O’Connell Published in FinTecBuzz: How Artificial Intelligence Will Revolutionize the Wealth Management Industry
CEO John O’Connell wrote this bylined article that was published in FinTecBuzz,... 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: Building a Prompting Workflow for Your Practice
As more firms embrace AI tools, the key to success lies in... read more
John O’Connell Featured in The Daily Upside: Just a Third of Americans Are Confident Managing Their Finances
John O'Connell was quoted in this article from The Daily Upside on... read more