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John O’Connell Published in Advisor Perspectives by VettaFi: Don’t Use Your Company Email for Personal Purposes
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John O’Connell Published in Advisor Perspectives by VettaFi: Business Process Management: Why Wealth Management Firms Must Embrace It Now
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The Oasis Group Wins Thought Leadership & Education Award at the ThinkAdvisor 2024 Luminaries Awards
The Oasis Group was named the winner of the Thought Leadership and... read more
John O’Connell Interviewed ‘On the Circuit’ at RIA Edge West 2024
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John O’Connell Featured in WealthManagement.com on WealthTech Panel at RIA Edge LA: AI Agents Are Next Wave of Use for RIAs
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John O’Connell Featured in Barron’s on Financial Advisor Billing & Fees
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The Oasis Group and AdvisorEngine Release Research Report on Artificial Intelligence Note Takers
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John O’Connell Featured in Family Wealth Report: AI 2026: Increased Adoption, New Use Cases, Regulatory Concerns And New FPA Initiative
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John O’Connell Published in Advisorpedia: Smarter Prompts, Better Advice: How Wealth Managers Can Use Prompt Engineering To Get More From AI
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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