Related Posts
John O’Connell Published in Advisor Perspectives by VettaFi: Cybersecurity Guidance for Financial Advisors
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O’Connell Featured in Wealth Solutions Report: AI Note Takers Help Wealth Managers: Oasis Group Study
The Oasis Group's latest research report on AI Note Takers was featured... read more
John O’Connell Featured in Financial Planning Magazine on Tech-Stack Diets for Advisory Firms
CEO John O'Connell was featured in this article from Financial Planning Magazine,... read more
The Oasis Group and AdvisorEngine Release Research Report on AI Prospecting Tools
Read more about The Oasis Group's Peaks Research on AI Prospecting Tools,... read more
John O’Connell Featured in WealthManagement.com on WealthTech Panel at RIA Edge LA: AI Agents Are Next Wave of Use for RIAs
John O'Connell played a prominent role as the moderator of a wealthtech... read more
John O’Connell Featured in Wealth Solutions Report: Oasis Group And AdvisorEngine Release Research On AI Prospecting Tools
In this article from Wealth Solutions Report, John O'Connell provides exclusive insights... read more
John O’Connell Published in Wealth Solutions Report: The Essence Of Thought Leadership
John O'Connell authored this article in Wealth Solutions Report where he dissects... read more
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... read more
John O’Connell Quoted in The Daily Upside: Why Advisors Are Ditching Their CRMs
In this article from The Daily Upside, John O’Connell highlights the inefficiencies... read more
John O’Connell Published in Advisor Perspectives by VettaFi: Key Considerations for Selecting Technology
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
Cyber criminals are becoming increasingly sophisticated. How can RIAs help ensure that their firm and their clients are safe from this growing threat?