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.
The Oasis Group was featured in this news release from TradePMR, published... read more
The Oasis Group CEO weighs in on AI in wealth management, including... read more
John O'Connell authored this article for Retirement Daily on TheStreet, where he... read more
The Oasis Group earned the highest client satisfaction rating in the Data... read more
In this article from The Fintech Times examining how AI can... read more
RIA client data comes in many forms – while some data may... read more
John O'Connell was quoted in this article from The Daily Upside on... read more
John O'Connell was quoted in Financial Planning Magazine, discussing how financial advisors... read more
John O'Connell was quoted in this article from Barron's Advisor discussing how... read more
In this article from Financial Planning Magazine, CEO John O’Connell discusses how... read more
