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.
John O’Connell offers insights to Action! Magazine regarding strategies for advisors in... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
The Oasis Group CEO John O’Connell was quoted in this article in... read more
John O'Connell was featured in this article by Wealth Solutions Report where... read more
Millions of current, former, and prospective customers’ personal data has been compromised... read more
RIA client data comes in many forms – while some data may... read more
John O’Connell, CEO and Founder of The Oasis Group recently offered insights... read more
Multiple publications in the wealth management industry covered the launch of The... read more
This article examines the challenges associated with the SEC’s proposed cybersecurity risk... read more
