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 this article from InvestmentNews discussing what new... read more
Flourish Studios created an animated bar chart titled the Biggest Fast Food... read more
For the third year in a row, The Oasis Group has been... read more
John O'Connell is featured in this InvestmentNews article on how captive... read more
John O'Connell is quoted in this article from Financial Planning for his... read more
John O'Connell was quoted in this article from RIABiz, discussing artificial intelligence... read more
John O’Connell was interviewed by Chuck Failla on the goRIA Podcast Fueled... read more
TradePMR has issued a warning in a new white paper to Registered... read more
As more firms embrace AI tools, the key to success lies in... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
