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 InvestmentNews about InvestCloud's new suite of artificial intelligence-enabled... read more
In this article from Financial Planning Magazine, CEO John O'Connell shares... read more
John O’Connell of the Oasis Group offers advice on how to approach... read more
In this Swift Cam video interview from the 2024 MarketCounsel Summit, John... read more
The Oasis Group was awarded and named a top WealthTech Consultancy &... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O’Connell stopped by the T3 Social Cam to share how he... read more
John O'Connell was featured in this article from The Daily Upside where... read more
As more firms embrace AI tools, the key to success lies in... read more
John O'Connell was quoted in this InvestmentNews article about RIA Intellectus Partners... read more
