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John O’Connell Quoted in RIABiz Articles on Financial Planning Software
John O’Connell offers a critical perspective on two major launches in the... read more
John O’Connell Featured in InvestmentNews: Dynasty RIA Intellectus Partners spins out agentic AI platform, appoints CEO
John O'Connell was quoted in this InvestmentNews article about RIA Intellectus Partners... read more
John O’Connell Published in Advisor Perspectives by Vetta Fi: Why You Can’t Segment Your Prospects (And Why That Means You’re Treating Everyone the Same)
John O'Connell authored this article for Advisor Perspectives by Vetta Fi where... read more
The Oasis Group Named Top WealthTech Consultancy in WealthTech Americas Awards 2025
For the second year in a row, The Oasis Group has been... read more
Rain Maker’s Roundup with John O’Connell
Rain Maker’s Roundup host, Mark Iorio, takes a look at the financial... read more
John O’Connell Spoke at Financial Planning ADVISE AI 2025 Conference: AI can whip up a financial plan in seconds. But can advisors trust it?
Summary: John O'Connell was featured in this article from Financial Planning Magazine... read more
John O’Connell Published in Wealth Management Magazine: Will AI Replace Financial Advisors? Not Quite – But It Will Replace Their Tasks
John O'Connell was published in Wealth Management Magazine's 2025 Midyear Outlook issue,... read more
John O’Connell Featured in InvestmentNews: How to Prepare for the Breakaway Experience
John O'Connell is featured in this InvestmentNews article on how captive... read more
Industry Publications Cover the Launch of The Oasis Group’s Vantage Point Peaks Research Series
Multiple publications in the wealth management industry covered the launch of The... read more
John O’Connell Featured in Financial Planning Magazine: How AI Is Changing Financial Advisors’ Jobs
John O'Connell was quoted in Financial Planning Magazine, joining a group... read more