In this article from Financial Planning Magazine, CEO John O’Connell expounds on the importance of AI integration into wealth management firms and discusses how the industry is missing out on an opportunity with AI chatbots.
This article from InvestmentNews highlights the latest white paper from The Oasis... read more
The Oasis Group CEO John O’Connell was featured in an article in... read more
John O'Connell wrote this bylined article for Advisor Perspectives by VettaFi, where... read more
This article from Citywire dives into The Oasis Group's Peaks Research for... read more
This article from Wealth Solutions Report recaps the 'Driving Growth Through AI-Enabled... read more
John O'Connell is featured in this InvestmentNews article on how captive... read more
John O'Connell was quoted in this Advisor Perspectives by VettaFi article on... read more
John O'Connell was published in Wealth Management Magazine's 2025 Midyear Outlook issue,... read more
John O'Connell authored this article for Kiplinger where he discusses how Google... read more
John O'Connell participated in a roundtable with other wealthtech leaders at... read more
