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 joins Marguerita Cheng on her podcast and video show, Margaritas with... read more
John O'Connell authored this article for Wealth Solutions Report, covering Robinhood's strategic... read more
Google's AI-powered Finance platform represents more than a free alternative to expensive... read more
John O'Connell authored this article for Wealth Solutions Report where he discusses... read more
In today’s tech-driven world, artificial intelligence has become a key enabler of... read more
John O'Connell was quoted in this article from Barron's Advisor discussing how... read more
In John O'Connell's latest bylined article published in Advisor Perspectives by VettaFi,... read more
John O’Connell authored this article in Wealth Solutions Report, sharing how Kalshi... read more
Industry thought leaders at T3 and Oasis Group partner with Sora Finance,... read more
This article examines the challenges associated with the SEC’s proposed cybersecurity risk... read more
