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John O’Connell to Speak at the 2025 Advyzon Conference: Utilizing Technology to Grow and Drive Efficiencies
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The Oasis Group Earns Highest Client Satisfaction Rating for Data Warehouse Services in 2025 T3 / Inside Information Software Survey
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John O’Connell Published in Wealth Solutions Report: No Examiner Is Coming. That Doesn’t Make Family Offices Safe.
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John O’Connell Featured in Financial Planning Magazine: Some Advisors Rage Against the Machine Learning
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John O’Connell Featured in Fiduciary Voices: Technology and AI Roundtable hosted by Financial Advisor Magazine
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John O’Connell Featured in Action! Magazine: AI note takers 101: The advisor’s guide
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The Oasis Group at WealthStack 2023
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T3 2022: The Importance of Owning Your Data
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John O’Connell Published in Kiplinger: Why Financial Advisers Will Benefit as Google Shakes Up Financial Research
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John O’Connell Published in Wealth Management Magazine: Will AI Replace Financial Advisors? Not Quite – But It Will Replace Their Tasks
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