John O’Connell was quoted in this Financial Planning article discussing how even though financial advisors are increasingly adopting AI tools, one critical step is largely missing: a governance framework for experimenting with AI responsibly. John notes that there’s a disconnect between compliance officers and the advisors on the ground who are experimenting.
John O'Connell discusses how wealth managers can use prompt engineering to get... read more
John O'Connell was interviewed by Chuck Failla on the goRIA Podcast Fueled... read more
In the 2025 WealthManagement.com Industry Awards, often referred to as the Wealthies,... read more
The Oasis Group earned the highest client satisfaction rating in the Data... read more
John O'Connell was featured in this article from Barron's Advisor covering how... read more
Developed by industry veteran John O’Connell, the courses are built to provide... read more
RIA firm data can influence everything from operations to client service to... read more
Rain Maker’s Roundup host, Mark Iorio, takes a look at the financial... read more
John O'Connell was quoted in this article from RIABiz, discussing artificial intelligence... read more
In this article from Financial Planning Magazine, CEO John O'Connell shares... read more
