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 CEO John O’Connell wrote this bylined article that was... read more
John O'Connell authored this article in Advisor Perspectives by VettaFi where he... read more
John O'Connell is quoted in this article from Financial Planning for his... read more
John O'Connell authored this article for Wealth Solutions Report, covering Robinhood's strategic... read more
Recently, John O'Connell published an article in Financial Advisor Magazine. The article... read more
John O'Connell was quoted in Financial Planning discussing how even though financial... read more
Rain Maker’s Roundup host, Mark Iorio, takes a look at the financial... read more
The Oasis Group was named a finalist for the 'Family Office Management... read more
John O'Connell is interviewed on the Swift Cam at the 2025 Schwab... read more
In this article from Financial Planning Magazine, discussing how AI may be... read more
