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 was interviewed by Chuck Failla on the goRIA Podcast Fueled... read more
The Oasis Group CEO John O’Connell was quoted in this article in... read more
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RIA firm data can influence everything from operations to client service to... read more
The latest white paper from The Oasis Group, 'Agentic AI in Wealth... read more
In this bylined article written for Advisorpedia, John O'Connell discusses how Claude... read more
John O’Connell was interviewed by RIA Channel at the 2025 Advyzon Conference,... read more
John O'Connell penned this article for Barron's Advisor on 'Why Wealth Management... read more
In the 2025 WealthManagement.com Industry Awards, often referred to as the Wealthies,... read more
The Oasis Group was named the winner of the Thought Leadership and... read more
