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 Citywire dives into The Oasis Group's Peaks Research for... read more
Cyber criminals are becoming increasingly sophisticated. How can RIAs help ensure that... read more
The Oasis Group's latest research report on AI Note Takers was featured... read more
John O'Connell was featured in this article by Wealth Solutions Report where... read more
John O’Connell was interviewed by RIA Channel at the 2025 Advyzon Conference,... read more
John O'Connell was quoted in Financial Planning discussing how even though financial... read more
In this video interview with industry reporter Chris Latham, John O'Connell discusses... read more
John O'Connell participated in a roundtable with other wealthtech leaders at... read more
Are you ready to unlock the power of data for your RIA?... read more
John O'Connell wrote this bylined article for Advisor Perspectives by VettaFi, where... read more
