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John O’Connell Quoted in InvestmentNews: AI wrap: Carson deploys in-house chatbot, Tifin launches AI agent platform
John O'Connell weighs in on the new in-house chatbot from Carson Group...
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John O’Connell Published in ThinkAdvisor: When AI Is Taking Notes, Beware of These 6 Types of Hallucinations
John O’Connell wrote this bylined article that was published in ThinkAdvisor, where...
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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...
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John O’Connell Published in Wealth Solutions Report: Strategies For Rethinking Fee Structures In Volatile Markets
John O'Connell authored this recent article for Wealth Solutions Report where he...
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John O’Connell Featured in Citywire: Where is the AI notetaker boom headed?
This article from Citywire dives into The Oasis Group's Peaks Research for...
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The Oasis Group and AdvisorEngine Release Research Report on Artificial Intelligence Note Takers
Read more about The Oasis Group's Peaks Research for AI Note Takers,...
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John O’Connell Featured in Action! Magazine: AI note takers 101: The advisor’s guide
In this article from Action! Magazine by AdvisorEngine, highlighting The Oasis Group's...
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John O’Connell Published in Retirement Daily on TheStreet: Digital Pump and Dump: How Scammers Target Retirees on Social Media
John O'Connell authored this article for Retirement Daily on TheStreet, where he...
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John O’Connell Published in Wealth Solutions Report: Robinhood’s Wealth Management Push Is Redefining Access
John O'Connell authored this article for Wealth Solutions Report, covering Robinhood's strategic...