The Oasis Group CEO John O’Connell was featured in this article from Family Wealth Report covering the hottest AI use cases for advisors, where he explains how AI note-taking apps can cut post-meeting time by as much 70% for financial advisors. He also discusses data security and privacy, compliance and cybersecurity considerations, and more.
John O'Connell was quoted in Financial Planning Magazine, joining a group... read more
John O’Connell was featured in this article from Barron’s Advisor where he... read more
In this article from The Daily Upside, John O’Connell highlights the inefficiencies... read more
The Oasis Group's John O'Connell was featured in this Connect360° newsletter from... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O’Connell discusses key trends shaping the industry with WealthManagement.com at the... read more
CEO John O'Connell was featured in this article from Wealth Solutions Report... read more
In this Swift Cam video interview from the 2024 Wealth Management EDGE... read more
Millions of current, former, and prospective customers’ personal data has been compromised... read more
In this article from InvestmentNews, John O'Connell shares his thoughts on the... read more
