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 recently wrote in WealthManagement.com about why firms keep making... read more
John O’Connell was quoted in this article from InvestmentNews discussing what new... read more
The Oasis Group's AI WealthTech Map was featured in the August 2024... read more
RIA firm data can influence everything from operations to client service to... read more
John O'Connell wrote this bylined article for Advisor Perspectives by VettaFi, where... read more
The Oasis Group was featured in Wealth Management Magazine's 'Best of the... read more
Are you ready to unlock the power of data for your RIA?... read more
John joins Marguerita Cheng on her podcast and video show, Margaritas with... read more
John O'Connell was quoted in this article from InvestmentNews discussing Robinhood's acquisition... read more
In this article from Financial Planning Magazine, John O'Connell weighs in on... read more
