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.”
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
The Oasis Group was featured in this news release from TradePMR, published... read more
CEO John O’Connell wrote this bylined article that was published in FinTecBuzz,... read more
Do you own your data? That may sound like a strange question.... read more
This article in ThinkAdvisor recaps a white paper on liability management, authored... read more
John O’Connell authored this article in ThinkAdvisor, where he delivers a critical... read more
In this article from Wealth Solutions Report, John O'Connell provides exclusive insights... read more
John O'Connell authored this article for Wealth Solutions Report, covering Robinhood's strategic... read more
John O'Connell penned this article for Barron's Advisor on 'Why Wealth Management... read more
In this Swift Cam video interview from the 2024 Schwab IMPACT Conference,... read more
