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.
Cyber criminals are becoming increasingly sophisticated. How can RIAs help ensure that... read more
Summary: John O'Connell was featured in this article from Financial Planning Magazine... read more
CEO John O’Connell was quoted in this FA Upside article from The... read more
The Oasis Group's John O'Connell was featured in this Connect360° newsletter from... read more
Are you ready to unlock the power of data for your RIA?... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
In this article from The Daily Upside, John O'Connell provides exclusive insights... read more
The Oasis Group CEO John O'Connell was featured in this article in... read more
Read more about The Oasis Group's Peaks Research for Wealth Platforms,... read more
This article examines the challenges associated with the SEC’s proposed cybersecurity risk... read more
