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.”
In the 2025 WealthManagement.com Industry Awards, often referred to as the Wealthies,... read more
John O'Connell was quoted in Financial Planning Magazine, discussing how financial advisors... read more
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John O'Connell was featured in Financial Planning Magazine in an article about... read more
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John O'Connell was quoted in this article from RIABiz, discussing artificial intelligence... read more
Financial Planning Magazine recaps the insightful panel led by John O'Connell at... read more
In this article from Financial Planning Magazine, CEO John O'Connell shares... read more
The Oasis Group CEO John O’Connell was quoted in this article in... read more
The Oasis Group earned the highest client satisfaction rating in the Data... read more
