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.”
John O'Connell authored this article for Financial Advisor, where he discusses Business... read more
For the second year in a row, The Oasis Group has been... read more
John O'Connell was profiled by Authority Magazine, participating in a '5 Things'... read more
In this article from Wealth Solutions Report, John O'Connell and other wealthtech... read more
The Oasis Group CEO John O’Connell was featured in an article in... read more
In this video interview with industry reporter, Chris Latham, John O'Connell discusses... read more
John O'Connell was published in Advisorpedia discussing how FanDuel has become a... read more
The Oasis Group earned the highest client satisfaction rating in the Data... read more
This article from Financial Planning Magazine gives an inside scoop on some... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
