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.”
Millions of current, former, and prospective customers’ personal data has been compromised... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
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RIA client data comes in many forms – while some data may... read more
CEO John O'Connell was quoted in this article in Family Wealth Report... read more
John O’Connell offers insights to Action! Magazine regarding strategies for advisors in... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
The Oasis Group CEO John O’Connell was quoted in this FA Upside... read more
In this Swift Cam video interview from the 2025 Advyzon Conference, John... read more
Learn more about the new research series from The Oasis Group called... read more
