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 was recently featured in a ThinkAdvisor Q&A on estate... read more
CEO John O'Connell was quoted in this article in Family Wealth Report... read more
John O'Connell weighs in on the new in-house chatbot from Carson Group... read more
John O'Connell wrote this piece for Wealth Solutions Report on why... read more
John O'Connell was featured in this article from Barron's Advisor covering how... read more
The Oasis Group was named a ThinkAdvisor 2024 Luminaries Awards Finalist... read more
John O'Connell was recently featured in Advisorpedia arguing that firms misdiagnose... read more
In this article from Financial Planning Magazine, CEO John O’Connell discusses how... read more
Recently, John O'Connell published an article in Financial Advisor Magazine. The article... read more
John O'Connell joins a roundtable discussion for Financial Planning Magazine where he... read more
