John O'Connell | Source | Founder & CEO at The Oasis Group

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John O'Connell

Founder & CEO at The Oasis Group
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John O’Connell is founder and CEO of The Oasis Group, a leading consultancy in the wealth management industry, helping wealth management and financial technology firms create and focus on their unique value proposition to attract advisors and clients, and ultimately generate higher revenue. The Oasis Group offers award-winning consulting services, industry-leading research, and compelling on-demand training for wealth management firms and the service providers who serve the wealth management industry. O’Connell is a respected thought leader, expert, and speaker in the wealth management industry. He produces a plethora of resources and educational content, including monthly newsletters, bylined articles, white papers, webinars, think tanks, interactive maps, and more. O’Connell is a go-to source that’s regularly quoted in industry and national publications, is a frequent guest on popular industry podcasts, and a highly sought after speaker at industry conferences.

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  • Protecting Wealth: Top Scams Targeting High-Income Earners
    John warns of social engineering scams using breach data. He advises, "Avoid storing card details online," and suggests using password managers with complex passwords. Multifactor authentication via apps is recommended over text-based methods to safeguard credentials.
  • CFP Board's AI Guide: A Call for Enhanced Ethical Standards
    John praises the guide's time-saving tips but urges more focus on AI risks like bias and discrimination. He advocates for firm-level AI policies to prevent misuse of client data and stresses the importance of a "human in the loop" to ensure AI outputs align with client intentions.
  • AI Revolutionizes Stock Picking: Pros and Cons Explored
    John highlights AI's superior pattern recognition in stock picking, using fundamental and technical analyses. "AI is better than humans at calculating technical and fundamental parameters." Notable platforms include Danelfin, AltIndex, and TrendSpider. No definitive study ranks these apps, so investors choose based on personal goals.
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