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 was featured in an article in... read more
Wealth Solutions Report featured our newest white paper, sponsored by GReminders,... read more
John O'Connell, founder and CEO of The Oasis Group, has been featured... read more
John O'Connell authored this article for Wealth Solutions Report, covering Robinhood's strategic... read more
RIA client data comes in many forms – while some data may... read more
John O'Connell was published in Advisor Perspectives by Vetta Fi where he... read more
John O'Connell authored this article for Advisor Perspectives by VettaFi, covering how... read more
John O'Connell played a prominent role as the moderator of a wealthtech... read more
In this article from The Fintech Times examining how AI can... read more
John O'Connell was interviewed on the goRIA Podcast fueled by InvestmentNews LIVE... read more
