22Feb
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29Aug
John O’Connell Speaking at Financial Planning ADVISE AI 2025 Conference: AI in Action: Transforming Wealth Management
In this fast-paced, high-impact keynote, which will be presented at the Financial... read more
25Sep
Webinar with Visory: Making Cybersecurity and Managed IT Part of Your Firm’s Overall Value Proposition
John O'Connell will participate in a webinar on Sept. 25th with Visory,... read more
09Jun
John O’Connell Featured in Wealth Solutions Report: Wealthtech Is Opening Doors For Advisors To Serve The Mass Affluent
In this article from Wealth Solutions Report, John O'Connell weighs in on... read more
11Mar
John O’Connell Quoted in The Daily Upside: Why Advisors Are Ditching Their CRMs
In this article from The Daily Upside, John O’Connell highlights the inefficiencies... read more
10Sep
John O’Connell Featured in Financial Planning Magazine: The Cybersecurity Questions Advisors Must Ask Vendors
John O'Connell joins a roundtable discussion for Financial Planning Magazine where he... read more
06Mar
John O’Connell Quoted in Barron’s: Why Some Wealth Management Firms Actively Seek Career Changers
John O’Connell was featured in this article from Barron’s Advisor where he... read more
13Aug
Finding Your Unique Value Proposition
Pam Krueger, creator and co-host of MoneyTrack on PBS, interviews John on... read more
19Jul
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
12Dec
John O’Connell Published in ThinkAdvisor: Big Tech Is Making Index Funds Riskier – Here’s What Advisors Can Do
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
03Apr
John O’Connell Published in Advisor Perspectives by VettaFi: A Guide for Using TikTok and Temu
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more