Related Posts
John O’Connell Featured in Financial Planning Magazine: AI for Wealth Client Growth? Slowly But Surely
John O'Connell was quoted in Financial Planning Magazine, discussing how financial advisors... read more
John O’Connell Featured in Fiduciary Voices: Technology and AI Roundtable hosted by Financial Advisor Magazine
John O'Connell was featured in this Fiducary Voices article detailing an Executive... read more
John O’Connell Featured in Multiple Articles on AI from Financial Planning Magazine
The Oasis Group CEO weighs in on AI in wealth management, including... read more
John O’Connell Featured in Financial Planning Magazine on Teaching AI What Not to Say
In this article from Financial Planning Magazine, CEO John O’Connell discusses how... read more
John O’Connell Featured in Financial Planning Magazine: How Robinhood’s TradePMR acquisition changes the industry
In this article from Financial Planning Magazine, John O'Connell weighs in on... read more
New Paper on Liability Management Shows Financial Advisors How to Optimize Client Wealth
Industry thought leaders at T3 and Oasis Group partner with Sora Finance,... read more
John O’Connell Published in Advisor Perspectives by VettaFi: Using AI to Create a Monte Carlo Retirement Simulation
John O'Connell wrote this bylined article for Advisor Perspectives by VettaFi, where... read more
John O’Connell Featured in WealthManagement.com on WealthTech Panel at RIA Edge LA: AI Agents Are Next Wave of Use for RIAs
John O'Connell played a prominent role as the moderator of a wealthtech... read more
John O’Connell Published in Financial Planning Magazine: Don’t trust, verify: How to thwart AI-enhanced audio deepfakes
John O'Connell wrote this bylined article in Financial Planning Magazine, sharing how... read more
John O’Connell Featured in Wealth Solutions Report: Oasis Group And AdvisorEngine Release Research On AI Prospecting Tools
In this article from Wealth Solutions Report, John O'Connell provides exclusive insights... read more