CEO John O’Connell was quoted in this FA Upside article from The Daily Upside, where he discusses the different applications of artificial intelligence, including AI assistants, and how AI will add immense value to wealth management firms: “AI will fundamentally reshape the financial advice industry.”
This article in ThinkAdvisor recaps a white paper on liability management, authored... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O'Connell is quoted in this article from Financial Planning Magazine discussing... read more
John O'Connell played a prominent role as the moderator of a wealthtech... read more
In the article 7 Tips for Writing a Unique Value Proposition, John... read more
John O’Connell was featured in TechFinitive's CIO Playbook 2026, discussing what tech... read more
In this Swift Cam video interview from the 2024 Wealth Management EDGE... read more
Read more about The Oasis Group's Peaks Research on AI Prospecting Tools,... read more
John O'Connell was quoted in Financial Planning Magazine, joining a group... read more
TradePMR has published a new white paper for Registered Investment Advisers (RIAs)... read more
