In this article from Financial Planning Magazine detailing the CFP’s release of a “Generative AI Ethics Guide”, John O’Connell weighs in, noting that while the guide provides sound direction on use cases where AI technologies can be used to save time for an advisor, “It should include guidance on educating the advisor on the risks of using AI technologies.”
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O'Connell was quoted in this article from Family Wealth Report, examining... read more
In this bylined article for Advisorpedia, John O'Connell examines the fundamental shortcomings... read more
John O’Connell authored this article for Wealth Solutions Report, discussing how UHNW... read more
Are you ready to unlock the power of data for your RIA?... read more
RIA client data comes in many forms – while some data may... read more
Independent advisors often have to build capabilities themselves through technology. John O'Connell... read more
Google's AI-powered Finance platform represents more than a free alternative to expensive... read more
John O’Connell wrote this bylined article that was published in ThinkAdvisor, where... read more
In this article from Action! Magazine by AdvisorEngine, highlighting The Oasis Group's... read more
