In this Swift Cam video interview from the 2024 Wealth Management EDGE Conference, John O’Connell discusses the excellent content at the conference, including a cybersecurity panel he moderated, and also shares his thoughts on the hot topic of AI and how it will affect the wealth management industry going forward.
John O’Connell offers insights to Action! Magazine regarding strategies for advisors in... read more
The Oasis Group recently released a new white paper on customer relationship... read more
John O'Connell, founder and CEO of The Oasis Group, has been featured... read more
Multiple publications in the wealth management industry covered the launch of The... read more
John O'Connell was featured in this article from Wealth Solutions Report where... read more
John O'Connell weighs in on the new in-house chatbot from Carson Group... read more
The Oasis Group earned the highest client satisfaction rating in the Data... read more
In this article from Wealth Solutions Report, John O'Connell weighs in on... read more
John joins Marguerita Cheng on her podcast and video show, Margaritas with... read more
This article examines the challenges associated with the SEC’s proposed cybersecurity risk... read more
