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.
In this Swift Cam video interview from the 2024 Wealth Management EDGE... read more
John O’Connell was featured in this article from Wealth Solutions Report, recapping... read more
The Oasis Group recently released a new white paper on customer relationship... read more
In this article from The Fintech Times, John O'Connell discusses key trends... read more
John O’Connell was featured in this RIABiz article discussing Schwab's new $5-per-RIA-client... read more
John O’Connell shares why wealth management is entering a new phase of... read more
The Oasis Group was awarded and named a top WealthTech Consultancy &... read more
John O'Connell wrote this bylined article for Advisor Perspectives by VettaFi, where... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
In this Swift Cam video interview from the 2024 MarketCounsel Summit, John... read more
