Related Posts
John O’Connell Featured in Financial Planning Magazine: Some Advisors Rage Against the Machine Learning
John O'Connell was quoted in this Financial Planning article about why some... read more
TradePMR Annual Conference: SYNERGY22
Rob Dilbone, managing director, TradePMR and John O’Connell, founder, The Oasis Group... read more
The Oasis Group Named a Finalist in the Technology Disruptors Category of the 2024 WealthManagement.com Industry Awards
The Oasis Group was named a Finalist in the 2024 WealthManagement.com Industry... read more
John O’Connell Featured in Financial Planning Magazine: Explore the future of wealth management at ADVISE AI
This article from Financial Planning Magazine gives an inside scoop on some... read more
John O’Connell Interviewed on the goRIA Podcast Fueled by InvestmentNews at Envestnet’s 2025 Elevate Conference
John O'Connell was interviewed by Chuck Failla on the goRIA Podcast Fueled... read more
John O’Connell Interviewed by RIA Channel: The Oasis Group’s John O’Connell On Building An Acceptable AI Use Policy
John O’Connell was interviewed by RIA Channel at the 2025 Advyzon Conference,... read more
John O’Connell Featured in Family Wealth Report: AI 2026: Increased Adoption, New Use Cases, Regulatory Concerns And New FPA Initiative
In this article published in Family Wealth Report, John O'Connell provides insights... read more
John O’Connell Featured in Financial Planning Magazine on Tech-Stack Diets for Advisory Firms
CEO John O'Connell was featured in this article from Financial Planning Magazine,... read more
John O’Connell Featured in Fiduciary Voices: Technology and AI Roundtable hosted by Financial Advisor Magazine
John O'Connell was featured in this Fiducary Voices article detailing an Executive... read more
The Oasis Group Releases Research Report Analyzing Wealth Platforms
Read more about The Oasis Group's Peaks Research for Wealth Platforms,... read more