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.”
John O'Connell was featured in Financial Planning Magazine in an article about... read more
John O’Connell was featured in this article from Barron’s Advisor where he... read more
CEO John O'Connell was featured in this article from Financial Planning Magazine,... read more
RIA firm data can influence everything from operations to client service to... read more
The Oasis Group's AI WealthTech Map was featured in the August 2024... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
In the article 7 Tips for Writing a Unique Value Proposition, John... read more
The Oasis Group was featured in Wealth Management Magazine's 'Best of the... read more
The Oasis Group CEO John O’Connell was quoted in this article in... read more
John O'Connell weighs in on the new in-house chatbot from Carson Group... read more
