Related Posts

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 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

The Oasis Group Announces Launch of Online Training Platform Set to Transform the Wealth Management Industry
Developed by industry veteran John O’Connell, the courses are built to provide... read more

John O’Connell Quoted in Family Wealth Report on Envestnet’s Future Under Bain Capital
CEO John O'Connell was quoted in this article in Family Wealth Report... read more

Webinar with Kwanti: How Financial Advisors Can Combat Concentration Risk in the Markets, with John O’Connell and Patric Glassell
In this webinar replay, John O’Connell, CEO of The Oasis Group, and... read more

ESG, ETFs, and Activist Investing
The topic of environmental, social, and governance (ESG) investing is a polarizing... 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

John O’Connell Featured in The Fintech Times: What Are the Potential Drawbacks of Automating Back-Office Operations?
In this article from The Fintech Times examining how AI can... read more

John O’Connell Featured in Financial Planning Magazine: AI for Wealth Client Growth? Slowly But Surely
John O'Connell was quoted in Financial Planning Magazine, discussing how financial advisors... read more

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