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.
In the November 2025 Wealthtech Roundup from Wealth Solutions Report, two of... read more
In this article from Financial Planning Magazine, discussing how AI may be... read more
John O’Connell offers insights to Action! Magazine regarding strategies for advisors in... read more
John O’Connell, CEO and Founder of The Oasis Group recently offered insights... read more
Learn more about the new Peaks Research series from The Oasis Group... read more
This article by ETF Database by VettaFi shares details on AI experts... read more
The Oasis Group was featured in Wealth Management Magazine's 'Best of the... read more
The Oasis Group's latest research report on AI Note Takers was featured... read more
John O'Connell, author of "Rise of the Activist Investor", joins the Next... read more
John O'Connell was quoted in Financial Planning Magazine, joining a group... read more
