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.
This article in ThinkAdvisor recaps a white paper on liability management, authored... read more
RIA firm data can influence everything from operations to client service to... read more
John O'Connell was featured in Salesforce's AI Playbook, discussing the wealth management... read more
John O'Connell penned this article for Barron's Advisor on 'Why Wealth Management... read more
This article from Financial Planning Magazine gives an inside scoop on some... read more
Rain Maker’s Roundup host, Mark Iorio, takes a look at the financial... read more
TradePMR has published a new white paper for Registered Investment Advisers (RIAs)... read more
Developed by industry veteran John O’Connell, the courses are built to provide... read more
In the article 7 Tips for Writing a Unique Value Proposition, John... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
