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.
Read more about The Oasis Group's Peaks Research for AI Note Takers,... read more
Cyber criminals are becoming increasingly sophisticated. How can RIAs help ensure that... read more
In this article from Financial Planning Magazine, John O'Connell weighs in on... read more
John joins Marguerita Cheng on her podcast and video show, Margaritas with... read more
Check out John O'Connell's bylined article published in Advisor Perspectives by VettaFi,... read more
John O’Connell offers a critical perspective on two major launches in the... read more
In this article from Barron's Advisor, John O'Connell discusses the biggest hurdles... read more
John O’Connell was interviewed on the RIA Channel at the Schwab IMPACT... read more
Most loop failures are not loop-design failures. They are model-capability failures wearing... read more
John O'Connell was quoted in Financial Planning discussing how even though financial... read more
