The Oasis Group CEO John O’Connell wrote this bylined article that was published in Advisor Perspectives by VettaFi, where he provides a brief guide to various AI technologies available, their applications in wealth management, and how wealth management firms can define AI projects to achieve specific business outcomes.
This article from InvestmentNews highlights the latest white paper from The Oasis... read more
John O'Connell was interviewed on the goRIA Podcast fueled by InvestmentNews LIVE... read more
This article examines the challenges associated with the SEC’s proposed cybersecurity risk... read more
Millions of current, former, and prospective customers’ personal data has been compromised... read more
Cyber criminals are becoming increasingly sophisticated. How can RIAs help ensure that... read more
Read more about The Oasis Group's Peaks Research for AI Note Takers,... read more
In this episode of The WealthTech Podcast, John O’Connell breaks down what’s... read more
John O'Connell was featured in this blog post from RightCapital discussing how... read more
John O’Connell was featured in this RIABiz article discussing Schwab's new $5-per-RIA-client... read more
John O'Connell authored this article for Retirement Daily on TheStreet, where he... read more
