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 published in Family Wealth Report, John O'Connell provides insights... read more
In Financial Planning Magazine, The Oasis Group's John O'Connell expounds on the... read more
John joins Marguerita Cheng on her podcast and video show, Margaritas with... read more
John O’Connell authored this article in Wealth Solutions Report, sharing how Kalshi... read more
In this article from InvestmentNews about InvestCloud's new suite of artificial intelligence-enabled... read more
John O'Connell authored this article for Advisor Perspectives by VettaFi, covering how... read more
This article examines the challenges associated with the SEC’s proposed cybersecurity risk... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O'Connell weighs in on the new in-house chatbot from Carson Group... read more
Ransomware attacks are on the rise, and John O’Connell of Oasis Group... read more
