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.
Recently, John O'Connell published an article in Financial Advisor Magazine. The article... read more
The Oasis Group CEO John O’Connell was quoted in this FA Upside... read more
John O'Connell wrote this bylined article in Financial Planning Magazine, sharing how... read more
In Financial Planning Magazine, The Oasis Group's John O'Connell expounds on the... read more
In this article from The Fintech Times examining how AI can... read more
John O'Connell authored this article for Retirement Daily on TheStreet, where he... read more
The Department of Homeland Security has set up a page warning of... read more
In this article, John explores the different ways that Anthropic has changed... read more
In the November 2025 Wealthtech Roundup from Wealth Solutions Report, two of... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
