John O'Connell was interviewed by Chuck Failla on the goRIA Podcast Fueled by InvestmentNews at Envestnet's 2025 Elevate Conference in Las Vegas, discussing whether RIAs should use AI for notetaking.
John O'Connell was featured in Financial Planning Magazine in an article about why and how wealth management firms should own their data. The article also highlights a recent webinar that The Oasis Group held with ByAllAccounts, part of Morningstar Wealth.
John O’Connell discusses key trends shaping the industry with WealthManagement.com at the 2025 Advyzon Conference. Their discussion ranges from AI and cybersecurity to alternative investments and the buy vs. build debate.
In this article from The Daily Upside, John O’Connell highlights the inefficiencies and limitations of current CRM solutions and notes that many are stagnating in terms of new features.
John O’Connell stopped by the T3 Social Cam to share how he helps advisors get the most out of their T3 Conference experience, recommending that advisors make a list of vendors they want to meet and set up meetings before the conference begins.
The Oasis Group earned the highest client satisfaction rating in the Data Warehouse Services category of the 2025 Software Survey from T3 Technology Tools for Today and Inside Information.
John O'Connell was featured in this article from Barron's Advisor covering how financial advisors are using AI in their practices, highlighting note taking and client communications as the two biggest use cases right now.
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.
For the second year in a row, The Oasis Group has been named the winner of the Consultancy Award in the WealthTech Consultancy & Training category of the 2025 WealthTech Americas Awards, published by WealthBriefing and Family Wealth Report.
In this webinar replay, John O’Connell, CEO of The Oasis Group, and Patric Glassell, Chief Growth Officer of Kwanti, discuss how to analyze the concentration risk in the markets, strategies that advisors should consider to protect client portfolios, and more.
