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.
The Oasis Group was named a finalist for the 'Family Office Management... read more
Are you ready to unlock the power of data for your RIA?... read more
John O’Connell discusses key trends shaping the industry with WealthManagement.com at the... read more
In this article from Financial Planning Magazine, CEO John O’Connell discusses how... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
In this article from Financial Planning, John O'Connell weighs in on the... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O'Connell wrote this bylined article for Advisor Perspectives by VettaFi, where... read more
Cyber criminals are becoming increasingly sophisticated. How can RIAs help ensure that... read more
John O'Connell was recently published in WealthManagement.com on what the July... read more
