Related Posts
John O’Connell Quoted in Financial Planning Magazine: If AI is a bubble, how can advisors prepare?
John O'Connell is quoted in this article from Financial Planning Magazine discussing... read more
John O’Connell Featured in The Daily Upside: These Are the Best AI Prospecting Tools for Advisors
In this article from The Daily Upside, John O'Connell provides exclusive insights... read more
John O’Connell Featured in Wealth Solutions Report: AI Note Takers Help Wealth Managers: Oasis Group Study
The Oasis Group's latest research report on AI Note Takers was featured... read more
John O’Connell Published in Advisor Perspectives by VettaFi: Using AI to Create a Monte Carlo Retirement Simulation
John O'Connell wrote this bylined article for Advisor Perspectives by VettaFi, where... read more
John O’Connell Featured in Financial Planning Magazine on Teaching AI What Not to Say
In this article from Financial Planning Magazine, CEO John O’Connell discusses how... read more
John O’Connell Featured in Wealth Solutions Report: Oasis Group And AdvisorEngine Release Research On AI Prospecting Tools
In this article from Wealth Solutions Report, John O'Connell provides exclusive insights... read more
John O’Connell Published in Barron’s: Why Wealth Management Firms Need an AI Acceptable Use Policy
John O'Connell penned this article for Barron's Advisor on 'Why Wealth Management... read more
John O’Connell Featured in Citywire: Why does cybersecurity remain a struggle for RIAs?
John O'Connell was quoted in this article from Citywire discussing the challenges... read more
John O’Connell Featured in Financial Planning Magazine: Explore the future of wealth management at ADVISE AI
This article from Financial Planning Magazine gives an inside scoop on some... read more
The Oasis Group Earns Highest Client Satisfaction Rating for Data Warehouse Services in 2025 T3 / Inside Information Software Survey
The Oasis Group earned the highest client satisfaction rating in the Data... read more