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 article from Financial Planning Magazine, John O'Connell weighs in on... read more
For the second year in a row, The Oasis Group has been... read more
John O'Connell shares valuable insights in this article from Financial Planning Magazine,... read more
John O’Connell wrote this bylined article that was published in ThinkAdvisor, where... read more
CEO John O'Connell was featured in this article from Wealth Solutions Report... read more
Learn more about the new Peaks Research series from The Oasis Group... read more
This article in ThinkAdvisor recaps a white paper on liability management, authored... read more
In this Swift Cam video interview from the 2025 Wealth Management EDGE... read more
John O’Connell discusses key trends shaping the industry with WealthManagement.com at the... read more
In this Swift Cam video interview from the 2024 Wealth Management EDGE... read more
