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 bylined article written for Advisorpedia, John O'Connell discusses how Claude... read more
RIA client data comes in many forms – while some data may... read more
The Oasis Group CEO John O'Connell was featured in this article in... read more
John O'Connell weighs in on the new in-house chatbot from Carson Group... read more
The Oasis Group's Peaks Research for Wealth Platforms was highlighted and John... read more
For the second year in a row, The Oasis Group has been... read more
John O'Connell was quoted in this article from RIABiz discussing how various... read more
CEO John O’Connell wrote this bylined article that was published in FinTecBuzz,... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
The Oasis Group was named a finalist for the 'Family Office Management... read more
