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 episode of The WealthTech Podcast, John O’Connell breaks down what’s... read more
In this article, John explores the different ways that Anthropic has changed... read more
John O'Connell authored this article for Kiplinger where he discusses how Google... read more
The Oasis Group was named a finalist for the 'Family Office Management... read more
CEO John O'Connell was quoted in this article in Family Wealth Report... read more
Read more about The Oasis Group's Peaks Research for Wealth Platforms,... read more
John O’Connell was featured in TechFinitive's CIO Playbook 2026, discussing what tech... read more
John O'Connell was recently published in WealthManagement.com on what the July... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
The Oasis Group was mentioned in this "Letters from Larry" article... read more
