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 for Wealth Solutions Report, covering Robinhood's strategic... read more
The Oasis Group CEO John O’Connell was quoted in this FA Upside... read more
John O'Connell was quoted in Financial Planning discussing how even though financial... read more
John O’Connell offers a critical perspective on two major launches in the... read more
The Oasis Group was named a finalist in three categories of the... read more
The Oasis Group CEO John O’Connell was quoted in this FA Upside... read more
John O'Connell was featured in Financial Planning Magazine in an article highlighting... read more
John O'Connell was quoted in this article from The Daily Upside on... read more
John O'Connell is interviewed on the Swift Cam at the 2025 Schwab... read more
In the article 7 Tips for Writing a Unique Value Proposition, John... read more
