John O’Connell

John O’Connell is founder and CEO of The Oasis Group, a leading consultancy for the wealth management industry.

September 09, 2026

The Wealth Transfer Is a Retention Event You're Already Losing

October 08, 2025

Salesforce Breach Exposes Risk for Wealth Firms; Here Are 6 Steps to Take Now

May 15, 2025

When AI Is Taking Notes, Beware of These 6 Types of Hallucinations

January 23, 2025

3 Ways to Store and Use Client Data

December 12, 2024

Big Tech Is Making Index Funds Riskier. Here's What Advisors Can Do.