John O’Connell Quoted in Family Wealth Report on Envestnet Possibly Restructuring After Bain Purchase
The Oasis Group CEO John O’Connell was quoted in this article in Family Wealth Report discussing Bain Capital’s acquisition of Envestnet.
Navigating the Tech Evolution: Lessons from Top Buy-Side CTOs – Webinar with WealthManagement.com
Register for this upcoming webinar hosted by WealthManagement.com and The Oasis Group, as John O’Connell and others discuss the findings from the CTO Think Tank held at the 2024 Wealth Management EDGE Conference.
John O’Connell Featured in The Daily Upside on Envestnet’s Sale to Bain Capital
The Oasis Group CEO John O’Connell was quoted in this FA Upside article from The Daily Upside, where he weighs in on the news about Envestnet being sold to Bain Capital.
John O’Connell Featured in Financial Planning Magazine on Top AI Tools
The Oasis Group CEO John O'Connell was featured in this article in Financial Planning Magazine covering top AI tools for the wealth management industry picked by wealth leaders, where he highlights AI-powered writing assistant Jasper.ai.
John O’Connell Featured in Financial Planning Magazine on Tech Vendor Relationships
The Oasis Group CEO John O’Connell was featured in an article in Financial Planning Magazine on relationships with tech vendors, discussing data sharing, cybersecurity, how to end a relationship, how to navigate contracts, and more.
John O’Connell Featured in Financial Planning Magazine on AI Chatbots
In Financial Planning Magazine, The Oasis Group's John O'Connell expounds on the importance of AI integration into wealth management firms and discusses how the industry is missing out on an opportunity with AI chatbots.
John O’Connell Interviewed on the Swift Cam at 2024 Wealth Management EDGE Conference
In this Swift Cam video interview from the 2024 Wealth Management EDGE Conference, John O'Connell discusses the excellent content at the conference, including a cybersecurity panel he moderated, and also shares his thoughts on the hot topic of AI and how it will affect the wealth management industry going forward.
Wealth Management EDGE 2024: Cybersecurity Panel and CTO Think Tank
At the 2024 Wealth Management EDGE Conference in Hollywood, Florida, John O'Connell led a cybersecurity panel and also hosted a CTO Think Tank.
John O’Connell Featured in Multiple Articles on AI from Financial Planning Magazine
The Oasis Group CEO weighs in on AI in wealth management, including the peril and potential, how advisors are using it, how it influences vendor pricing, and more
John O’Connell Interviewed by WealthManagement.com at the Advyzon Conference: The Evolving Role of AI in Wealth Management
John O'Connell broke down the impactful ways that AI can transform the wealth management industry in this video interview with WealthManagement.com at the 2024 Advyzon Conference in Phoenix.