The Oasis Group CEO John O’Connell was featured in this article from Family Wealth Report covering the hottest AI use cases for advisors, where he explains how AI note-taking apps can cut post-meeting time by as much 70% for financial advisors. He also discusses data security and privacy, compliance and cybersecurity considerations, and more.
In this bylined article for Advisorpedia, John O'Connell examines the fundamental shortcomings... read more
Multiple publications in the wealth management industry covered the launch of The... read more
In the article 7 Tips for Writing a Unique Value Proposition, John... read more
John O'Connell is interviewed on the Swift Cam at the 2025 Schwab... read more
The Oasis Group CEO John O’Connell was featured in an article in... read more
John O’Connell of the Oasis Group offers advice on how to approach... read more
John O'Connell wrote this bylined article published in Advisor Perspectives by VettaFi,... read more
John O'Connell authored this article for Financial Advisor, where he discusses Business... read more
John O'Connell was featured in this Fiducary Voices article detailing an Executive... read more
John O’Connell stopped by the T3 Social Cam to share how he... read more
