The Oasis Group’s AI WealthTech Map was featured in the August 2024 Wealthtech Roundup by Wealth Solutions Report, highlighting this important resource that wealth management firms can use to discover potentially useful artificial intelligence solutions and AI-focused firms serving the industry.
In this article by Marie Swift published in Wealth Solutions Report, she... read more
Industry thought leaders at T3 and Oasis Group partner with Sora Finance,... read more
John O’Connell was published in Advisorpedia discussing how wealth management firms now... read more
Independent advisors often have to build capabilities themselves through technology. John O'Connell... read more
In this article from Barron's Advisor, John O'Connell discusses the biggest hurdles... read more
Multiple publications in the wealth management industry covered the launch of The... read more
John O'Connell authored this article for Retirement Daily on TheStreet, where he... read more
John O’Connell was quoted in this article from InvestmentNews discussing what new... read more
John O’Connell was featured in this Family Wealth Report article highlighting his... read more
John O'Connell weighs in on the new in-house chatbot from Carson Group... read more
