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 from Wealth Solutions Report covers a new white paper from... read more
John O'Connell was quoted in Financial Planning discussing how even though financial... read more
John O’Connell was interviewed by Chuck Failla on the goRIA Podcast Fueled... read more
John O'Connell, CEO of The Oasis Group, wrote this piece for read more
In this article from Wealth Solutions Report, John O'Connell and other wealthtech... read more
Summary: John O'Connell was featured in this article from Financial Planning Magazine... read more
TradePMR has published a new white paper for Registered Investment Advisers (RIAs)... read more
John O'Connell was recently quoted in Wealth Solutions Report on why... read more
John O’Connell authored this article in ThinkAdvisor, where he delivers a critical... read more
John O'Connell authored this article for Wealth Management Magazine where he discusses... read more
