Financial Planning Magazine recaps the insightful panel led by John O'Connell at 2025 T3 Technology Conference, discussing how wealth management firms can rescue the client experience via wealthtech.
John O'Connell weighs in on the CFP's release of a "Generative AI Ethics Guide" in this article from Financial Planning Magazine.
In this article from The Fintech Times examining how AI can be properly utilized within back-office operations, John O'Connell explains why having personnel overseeing automation in financial firms that employ AI is essential.
John O'Connell was quoted in this article from The Daily Upside on how only a third of Americans are confident about managing their finances and only 3 in 10 Americans are seeking out financial advice.
The Oasis Group CEO John O’Connell wrote this bylined article that was published in ThinkAdvisor, where he explores three key architectures that can transform how wealth management firms manage and utilize data.
The Oasis Group CEO John O’Connell wrote this bylined article that was published in Advisor Perspectives by VettaFi, analyzing the landscape of RIA acquisition models in the industry.
The landscape of RIA acquisitions has transformed dramatically over the past decade. This analysis examines the primary models driving consolidation in the RIA space and explores their strategic implications for industry participants.
The Oasis Group CEO John O’Connell wrote this bylined article that was published in Advisor Perspectives by VettaFi, highlighting specific examples of SOC2 failures across multiple industries.
John O’Connell was quoted in this article from InvestmentNews discussing what new RIAs and breakaways should be prioritizing and focusing on in 2025.
The Oasis Group CEO John O’Connell wrote this bylined article that was published in ThinkAdvisor, discussing how to navigate the complexities of the current state of U.S. Stock Market.
