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 was featured in this article from The Daily Upside where... read more
John O'Connell authored this article for Advisor Perspectives by Vetta Fi where... read more
John O’Connell was featured in TechFinitive's CIO Playbook 2026, discussing what tech... read more
John O’Connell wrote this bylined article that was published in ThinkAdvisor, where... read more
In this video interview with industry reporter Chris Latham, John O'Connell discusses... read more
For the second year in a row, The Oasis Group has been... read more
The Oasis Group was named the winner of the Thought Leadership and... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
CEO John O'Connell was featured in this article from Wealth Solutions Report... read more
In Financial Planning Magazine, The Oasis Group's John O'Connell expounds on the... read more
