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.”
In this article from InvestmentNews, John O'Connell shares his thoughts on the... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O’Connell was interviewed by RIA Channel at the 2025 Advyzon Conference,... read more
This article from Citywire dives into The Oasis Group's Peaks Research for... read more
John O'Connell wrote this bylined article for Advisor Perspectives by VettaFi, where... read more
In Financial Planning Magazine, The Oasis Group's John O'Connell expounds on the... read more
In this Swift Cam video interview from the 2024 Wealth Management EDGE... read more
The Department of Homeland Security has set up a page warning of... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
The Oasis Group CEO John O’Connell was featured in an article in... read more
