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 was named a finalist in three categories of the... read more
John O'Connell authored this article for Retirement Daily on TheStreet, where he... read more
John O'Connell was interviewed for the 2026 T3 Hot & Happening Podcast,... read more
John O'Connell was profiled by Authority Magazine, participating in a '5 Things'... read more
John O’Connell was published in Advisorpedia discussing how wealth management firms now... read more
John O'Connell penned this article for Barron's Advisor on 'Why Wealth Management... read more
The Oasis Group was named a ThinkAdvisor 2024 Luminaries Awards Finalist... read more
John O’Connell stopped by the T3 Social Cam to share how he... read more
John O’Connell was featured in this RIABiz article discussing Schwab's new $5-per-RIA-client... read more
John O'Connell was quoted in this InvestmentNews article about RIA Intellectus Partners... read more
