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.
John O’Connell offers a critical perspective on two major launches in the... read more
Read more about The Oasis Group's Peaks Research for AI Note Takers,... read more
John O'Connell is interviewed on the Swift Cam at the 2025 Schwab... read more
In this episode of The WealthTech Podcast, John O’Connell breaks down what’s... read more
John O’Connell was interviewed by Chuck Failla on the goRIA Podcast Fueled... read more
John O'Connell authored this piece for WealthManagement.com, discussing how prediction markets have... read more
The Oasis Group was named the winner of the Thought Leadership and... read more
John O'Connell was profiled by Authority Magazine, participating in a '5 Things'... read more
The Oasis Group earned the highest client satisfaction rating in the Data... read more
In this article from Financial Planning Magazine, John O'Connell weighs in on... read more
