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 authored this article in Advisor Perspectives by Vetta Fi discussing... read more
John O'Connell was featured in Salesforce's AI Playbook, discussing the wealth management... read more
John O’Connell was featured in this article from Wealth Solutions Report, recapping... read more
In this article from Financial Planning Magazine, CEO John O’Connell discusses how... read more
The Department of Homeland Security has set up a page warning of... read more
The Oasis Group CEO John O'Connell was named a top financial professional... read more
John O'Connell was featured in this Fiducary Voices article detailing an Executive... read more
John O’Connell was featured in this article from InvestmentNews, where he discussed... read more
John O’Connell authored this article in Wealth Solutions Report, sharing how Kalshi... read more
Summary: John O'Connell was featured in this article from Financial Planning Magazine... read more
