Article, News
John O’Connell Quoted in InvestmentNews: Robinhood going after advisory business ‘aggressively’
John O'Connell was quoted in this article from InvestmentNews discussing Robinhood's acquisition...
Webinar
Webinar with Carefull: Counseling Your Clients To Avoid Fraud for Themselves and Their Parents with Todd Rovak & John O’Connell
In this webinar replay, John O’Connell and Todd Rovak, CEO of Carefull,...
Speaking
John O’Connell to Speak at the 2025 Advyzon Conference: Utilizing Technology to Grow and Drive Efficiencies
John O’Connell will speak on a panel of technology experts at the...
Podcast
John O’Connell Interviewed on the ‘In the Money’ Podcast: The Future of Wealth Management – Predictions for 2025
In this episode of the 'In the Money' Podcast, host Rusty Sommer...
Article, News
John O’Connell Featured in Financial Planning Magazine: Advisors look to diversify after DeepSeek’s rise, Trump’s AI directive
In this article from Financial Planning, John O'Connell weighs in on the...
Article, News
John O’Connell Published in ThinkAdvisor: 3 Ways to Store and Use Client Data
The Oasis Group CEO John O’Connell wrote this bylined article that was...
Article, News
John O’Connell Published in Advisor Perspectives by VettaFi: The Limitations of SOC2 Audits in Preventing Cybersecurity Breaches: A Critical Analysis
The Oasis Group CEO John O’Connell wrote this bylined article that was...
Article, News
John O’Connell Featured in The Fintech Times: WealthTech and Wealth Management in 2025 – Key Trends Shaping the Future of Finance
In this article from The Fintech Times, John O'Connell discusses key trends...
Peaks Perspective
The Limitations of SOC2 Audits in Preventing Cybersecurity Breaches: A Critical Analysis
SOC2 audits have become the de facto standard for demonstrating security compliance...