In this article from Financial Planning Magazine, CEO John O’Connell expounds on the importance of AI integration into wealth management firms and discusses how the industry is missing out on an opportunity with AI chatbots.
TradePMR has published a new white paper for Registered Investment Advisers (RIAs)... read more
The Oasis Group CEO John O’Connell was quoted in this article in... read more
Learn more about the new Peaks Research series from The Oasis Group... read more
John O'Connell was quoted in this article from Citywire discussing the challenges... read more
CEO John O’Connell wrote this bylined article that was published in FinTecBuzz,... read more
John O'Connell is quoted in this article from Financial Planning for his... read more
The Oasis Group earned the highest client satisfaction rating in the Data... read more
John O’Connell stopped by the T3 Social Cam to share how he... read more
In this article from Financial Planning, John O'Connell weighs in on the... read more
In this video interview with industry reporter, Chris Latham, John O'Connell discusses... read more
