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 featured in Wealth Management Magazine's 'Best of the... read more
John O’Connell was featured in this RIABiz article discussing Schwab's new $5-per-RIA-client... read more
John O'Connell broke down the impactful ways that AI can transform the... read more
John O'Connell was quoted in this article from Barron's Advisor discussing how... read more
In this article from Financial Planning Magazine, CEO John O’Connell discusses how... read more
CEO John O’Connell was quoted in this FA Upside article from The... read more
This article from Advisorpedia highlights the most impactful parts of the 2026... read more
John O'Connell was quoted in Financial Planning discussing how even though financial... read more
The Oasis Group CEO weighs in on AI in wealth management, including... read more
John O’Connell discusses key trends shaping the industry with WealthManagement.com at the... read more
