John O’Connell was featured in this article from Barron’s Advisor where he shares insights on how career changers can be attractive candidates for wealth management firms: “They have a lot more life experience they can draw on and that can help them relate to clients.”
The Oasis Group was featured in this news release from TradePMR, published... read more
As more firms embrace AI tools, the key to success lies in... read more
John O'Connell penned this article for Barron's Advisor on 'Why Wealth Management... read more
This article from Wealth Solutions Report recaps the 'Driving Growth Through AI-Enabled... read more
The latest white paper from The Oasis Group, 'Agentic AI in Wealth... read more
In this Swift Cam video interview from the 2024 Schwab IMPACT Conference,... read more
For the second year in a row, The Oasis Group has been... read more
In this article from Financial Planning Magazine, CEO John O'Connell shares... read more
John O'Connell was published in Advisor Perspectives by Vetta Fi where he... read more
Learn more about the Oasis AI Readiness Index™ in this news release... read more
