John O’Connell was featured in this article from Barron’s Advisor covering how financial advisors are using AI in their practices: “The No. 1 AI application for most RIAs is note taking. The second big use case among RIAs is client communications. What we’re finding is that a lot of advisors use either ChatGPT or Claude, or in some cases Perplexity, to write to clients.”
Read more about The Oasis Group's Peaks Research for Wealth Platforms,... read more
John O'Connell authored this recent article for Wealth Solutions Report where he... read more
TradePMR has published a new white paper for Registered Investment Advisers (RIAs)... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O'Connell was profiled by Authority Magazine, participating in a '5 Things'... read more
John O’Connell, CEO and Founder of The Oasis Group recently offered insights... read more
In this video interview with industry reporter, Chris Latham, John O'Connell discusses... read more
In this article from MarketWatch, John O'Connell provides examples of AI deepfake... read more
In this article from Financial Planning Magazine, CEO John O’Connell discusses how... read more
Do you own your data? That may sound like a strange question.... read more
