Related Posts
The Oasis Group’s AI WealthTech Map Highlighted in Wealth Solutions Report
The Oasis Group's AI WealthTech Map was featured in the August 2024... read more
John O’Connell Featured in Financial Planning Magazine: Some Advisors Rage Against the Machine Learning
John O'Connell was quoted in this Financial Planning article about why some... read more
John O’Connell Featured in Multiple Articles on AI from Financial Planning Magazine
The Oasis Group CEO weighs in on AI in wealth management, including... read more
John O’Connell Quoted in The Daily Upside: Why Advisors Are Ditching Their CRMs
In this article from The Daily Upside, John O’Connell highlights the inefficiencies... read more
The Oasis Group Launches Research Series Analyzing Custodian Platforms and Other Wealth Management Service Providers
Learn more about the new Peaks Research series from The Oasis Group... read more
John O’Connell Published in ThinkAdvisor: 3 Ways to Store and Use Client Data
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O’Connell Featured in Advisorpedia: Anthropic Keeps Coming for Wall Street. Here Is the Ecosystem Behind the Push.
In this article, John explores the different ways that Anthropic has changed... read more
The Oasis Group Named a Finalist in the Technology Disruptors Category of the 2024 WealthManagement.com Industry Awards
The Oasis Group was named a Finalist in the 2024 WealthManagement.com Industry... read more
John O’Connell Featured in Family Wealth Report: T3 Tech Conference Prequel Tackles Hot AI Issues
John O’Connell was featured in this Family Wealth Report article highlighting his... read more
The Oasis Group Announces Launch of Online Training Platform Set to Transform the Wealth Management Industry
Developed by industry veteran John O’Connell, the courses are built to provide... read more