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 The Fintech Times, John O'Connell discusses key trends... read more
The Oasis Group CEO weighs in on AI in wealth management, including... read more
John O'Connell participated in a roundtable with other wealthtech leaders at... read more
John O'Connell weighs in on the CFP's release of a "Generative AI... read more
John O'Connell was quoted in this article from Barron's Advisor discussing how... read more
The Oasis Group CEO John O’Connell was quoted in this FA Upside... read more
Cyber criminals are becoming increasingly sophisticated. How can RIAs help ensure that... read more
John O'Connell was quoted in Financial Planning discussing how even though financial... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
