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.
John O'Connell was featured in this article from The Daily Upside where... read more
In this Swift Cam video interview from the 2025 Advyzon Conference, John... read more
The Oasis Group CEO John O'Connell was featured in this article from... read more
John O’Connell was featured in this article from Barron’s Advisor where he... read more
In this short conversation from the 2026 T3 Conference, John O’Connell talks... read more
John O'Connell weighs in on the CFP's release of a "Generative AI... read more
John O'Connell was featured in this Fiducary Voices article detailing an Executive... read more
In this article from Financial Planning Magazine, John O'Connell weighs in on... read more
John O'Connell was featured in this article from Barron's Advisor covering how... read more
John O'Connell was quoted in this article from RIABiz, discussing artificial intelligence... read more
