Related Posts
The Oasis Group and AdvisorEngine Release Research Report on AI Prospecting Tools
Read more about The Oasis Group's Peaks Research on AI Prospecting Tools,... read more
John O’Connell Published in ThinkAdvisor: Big Tech Is Making Index Funds Riskier – Here’s What Advisors Can Do
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O’Connell Published in ThinkAdvisor: When AI Is Taking Notes, Beware of These 6 Types of Hallucinations
John O’Connell wrote this bylined article that was published in ThinkAdvisor, where... read more
John O’Connell Published in Advisor Perspectives by VettaFi: Building a Prompting Workflow for Your Practice
As more firms embrace AI tools, the key to success lies in... read more
John O’Connell Featured in Wealth Solutions Report: 2026: The Year Of Serious AI Adoption
In this article from Wealth Solutions Report, John O'Connell and other wealthtech... read more
John O’Connell Interviewed by Chris Latham: Using AI for Workflows in Advisor Practices
In this video interview with industry reporter, Chris Latham, John O'Connell discusses... read more
John O’Connell Published in Advisor Perspectives by VettaFi: The SEC Isn’t Coming. That’s the Problem.
John O'Connell authored this article in Advisor Perspectives by VettaFi discussing the... read more
John O’Connell Quoted in InvestmentNews: InvestCloud rolls out new-generation AI solutions with Zocks, smartKYC
In this article from InvestmentNews about InvestCloud's new suite of artificial intelligence-enabled... read more
John O’Connell Featured in Financial Advisor Magazine: You Are Not Your Clients Document Vault
Recently, John O'Connell published an article in Financial Advisor Magazine. The article... read more
John O’Connell Featured in Financial Planning Magazine on Top AI Tools
The Oasis Group CEO John O'Connell was featured in this article in... read more