John O’Connell was quoted in Financial Planning Magazine, discussing how financial advisors are utilizing AI for marketing and client growth: “All firms should feel pressure to educate themselves on AI capabilities. Firms should determine the best use case for AI to enable efficiencies in their business.”
Do you own your data? That may sound like a strange question.... read more
John O'Connell was featured in Financial Planning Magazine in an article about... read more
For the second year in a row, The Oasis Group has been... read more
John O'Connell was quoted in this InvestmentNews article about RIA Intellectus Partners... read more
The Oasis Group's AI WealthTech Map was featured in the August 2024... read more
Are you ready to unlock the power of data for your RIA?... read more
John O'Connell was quoted in this article from InvestmentNews discussing Robinhood's acquisition... read more
The Oasis Group was named a finalist for the 'Family Office Management... read more
The Oasis Group was featured in Wealth Management Magazine's 'Best of the... read more
In this article from Barron's Advisor, John O'Connell discusses the biggest hurdles... read more
