In this video interview with industry reporter Chris Latham, John O’Connell discusses the various levels of AI adoption in the financial industry. He delves into the variety of AI software solutions that firms have at their disposal, how advisors can use AI for workflows within their practice, and how advisors can use prompt engineering to get more from AI.
John O'Connell was quoted in this InvestmentNews article about RIA Intellectus Partners... read more
John O’Connell was featured in this RIABiz article discussing Schwab's new $5-per-RIA-client... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O'Connell was featured in Financial Planning Magazine in an article about... read more
Ransomware attacks are on the rise, and John O’Connell of Oasis Group... read more
This article in ThinkAdvisor recaps a white paper on liability management, authored... read more
John O'Connell broke down the impactful ways that AI can transform the... read more
John O'Connell was quoted in Financial Planning discussing how even though financial... read more
John O'Connell, founder and CEO of The Oasis Group, has been featured... read more
John O'Connell authored this article for Financial Advisor, where he discusses Business... read more
