John O’Connell was featured in this article from Barron’s Advisor covering how financial advisors are using AI in their practices: “The No. 1 AI application for most RIAs is note taking. The second big use case among RIAs is client communications. What we’re finding is that a lot of advisors use either ChatGPT or Claude, or in some cases Perplexity, to write to clients.”
John O'Connell wrote this bylined article published in Advisor Perspectives by VettaFi,... read more
John O'Connell broke down the impactful ways that AI can transform the... read more
John O'Connell authored this recent article for Wealth Solutions Report where he... read more
John O'Connell was featured in this Financial Planning Magazine article covering a... read more
The Oasis Group was named the winner of the Thought Leadership and... read more
John O'Connell was featured in this article from Wealth Solutions Report where... read more
John O'Connell is quoted in this article from Financial Planning for his... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O'Connell was featured in this Fiducary Voices article detailing an Executive... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
