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.”
John O'Connell was interviewed for the 2026 T3 Hot & Happening Podcast,... read more
John O’Connell was featured in this article from Barron’s Advisor where he... read more
John O'Connell joins a roundtable discussion for Financial Planning Magazine where he... read more
In this Swift Cam video interview from the 2024 Schwab IMPACT Conference,... read more
In this bylined article for Advisorpedia, John O'Connell examines the fundamental shortcomings... read more
In this article from The Daily Upside, John O'Connell provides exclusive insights... read more
John O'Connell was quoted in this article from InvestmentNews discussing Robinhood's acquisition... read more
The Oasis Group recently released a new white paper on customer relationship... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
