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.
Industry thought leaders at T3 and Oasis Group partner with Sora Finance,... read more
Are you ready to unlock the power of data for your RIA?... read more
In this article from The Fintech Times examining how AI can... read more
In this article from Barron's Advisor, John O'Connell discusses the biggest hurdles... read more
John O'Connell wrote this bylined article for Advisor Perspectives by VettaFi, where... read more
This article by ETF Database by VettaFi shares details on AI experts... read more
John O'Connell was published in Advisor Perspectives by Vetta Fi where he... read more
John O'Connell was profiled by Authority Magazine, participating in a '5 Things'... read more
The Oasis Group was awarded and named a top WealthTech Consultancy &... read more
In this article from Wealth Solutions Report, John O'Connell weighs in on... read more
