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.
For the second year in a row, The Oasis Group has been... read more
Are you ready to unlock the power of data for your RIA?... read more
In this short conversation from the 2026 T3 Conference, John O’Connell talks... read more
John O'Connell was recently featured in Professional Wealth Management with an... read more
John O’Connell was featured in this article from Wealth Solutions Report, recapping... read more
In this article from MarketWatch, John O'Connell provides examples of AI deepfake... read more
This article by ETF Database by VettaFi shares details on AI experts... read more
CEO John O’Connell was quoted in this FA Upside article from The... read more
John O'Connell was featured in this article from The Daily Upside where... read more
Cyber criminals are becoming increasingly sophisticated. How can RIAs help ensure that... read more
