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 authored this article in Wealth Solutions Report where he dissects... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
In this article from Financial Planning Magazine, John O'Connell weighs in on... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O'Connell was quoted in this article from Barron's Advisor discussing how... read more
The Oasis Group CEO John O'Connell was featured in this article from... read more
RIA firm data can influence everything from operations to client service to... read more
John O'Connell was quoted in Financial Planning Magazine, discussing how financial advisors... read more
In this Swift Cam video interview from the 2024 Schwab IMPACT Conference,... read more
CEO John O’Connell was quoted in this FA Upside article from The... read more
