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John O’Connell Featured in Wealth Management: 20 Questions to Ask in Every WealthTech AI Demo
John O'Connell recently wrote in WealthManagement.com about why firms keep making... 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: Where Does AI Fit in Your Firm’s Future?
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O’Connell Published in Advisor Perspectives by VettaFi: Responding to Digital Identity Theft: A Guide for Financial Advisors
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
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 Financial Planning Magazine: What advisors should prioritize when evaluating tech purchases
John O'Connell was featured in this Financial Planning Magazine article covering a... read more
John O’Connell Featured in Barron’s: How Innovative Firms Are Training Next-Gen Advisors
John O'Connell was quoted in this article from Barron's Advisor discussing how... read more
John O’Connell Quoted in RIABiz on AI and the Growth of Canoe Intelligence
John O'Connell was quoted in this article from RIABiz, discussing artificial intelligence... read more
John O’Connell Published in Wealth Management: No New Rules Doesn’t Mean No Examination
John O'Connell authored this article for Wealth Management Magazine where he discusses... 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