CEO John O’Connell was quoted in this FA Upside article from The Daily Upside, where he discusses the different applications of artificial intelligence, including AI assistants, and how AI will add immense value to wealth management firms: “AI will fundamentally reshape the financial advice industry.”
In this article from Wealth Solutions Report, John O'Connell provides exclusive insights... read more
In this Swift Cam video interview from the 2024 Schwab IMPACT Conference,... read more
John O'Connell was quoted in this article from RIABiz, discussing artificial intelligence... read more
John O’Connell authored this article in ThinkAdvisor, where he delivers a critical... read more
In this article from The Fintech Times, John O'Connell discusses key trends... read more
TradePMR has published a new white paper for Registered Investment Advisers (RIAs)... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
In this article from Financial Planning Magazine, CEO John O’Connell discusses how... read more
John O'Connell is featured in this InvestmentNews article on how captive... read more
John O'Connell was published in Wealth Management Magazine's 2025 Midyear Outlook issue,... read more
