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 stopped by the T3 Social Cam to share how he... read more
John O'Connell was quoted in this InvestmentNews article about RIA Intellectus Partners... read more
John O'Connell authored this article for Wealth Solutions Report where he discusses... read more
Flourish Studios created an animated bar chart titled the Biggest Fast Food... read more
John joins Marguerita Cheng on her podcast and video show, Margaritas with... read more
John O'Connell was published in Wealth Management Magazine's 2025 Midyear Outlook issue,... read more
Ransomware attacks are on the rise, and John O’Connell of Oasis Group... read more
Google's AI-powered Finance platform represents more than a free alternative to expensive... read more
The Oasis Group was named a ThinkAdvisor 2024 Luminaries Awards Finalist... read more
John O'Connell participated in a roundtable with other wealthtech leaders at... read more
