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.”
This article from Wealth Solutions Report covers a new white paper from... read more
John O'Connell, founder and CEO of The Oasis Group, has been featured... read more
John O'Connell was featured in this article from Wealth Solutions Report where... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
TradePMR has published a new white paper for Registered Investment Advisers (RIAs)... read more
The Oasis Group recently released a new white paper on customer relationship... read more
John O'Connell was recently featured in The Wealth Advisor on a... read more
In this Swift Cam video interview from the 2025 Wealth Management EDGE... read more
John O'Connell was quoted in this article from RIABiz discussing how various... read more
John O'Connell is interviewed on the Swift Cam at the 2025 Schwab... read more
