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The Oasis Group Named a Finalist in the Technology Disruptors Category of the 2024 WealthManagement.com Industry Awards
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John O’Connell Published in Advisor Perspectives by VettaFi: CTOs Must Govern Shadow AI or Face Security Risk
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John O’Connell Published in Advisor Perspectives by VettaFi: Building a Prompting Workflow for Your Practice
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The Differences Between Structured and Unstructured Data for Your RIA
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John O’Connell Published in Advisorpedia: Claude for Wealth Management: The AI Collaborator Every Advisor Needs
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Rain Maker’s Roundup with John O’Connell
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