John O'Connell weighs in on the new in-house chatbot from Carson Group and discusses how 2025 will be the year of chatbots, sharing how this bold move will affect Carson's advisors and the industry as a whole.
John O’Connell wrote this bylined article that was published in ThinkAdvisor, where he details six different types of hallucinations within AI note taking apps. He also covers how to spot AI hallucinations, how to confirm that AI is hallucinating, and how to safeguard your firm from hallucinations.
The Oasis Group's latest research report on AI Note Takers was featured in Wealth Solutions Report. The study evaluated how six programs – FinMate, GReminders, Jump, Mili, Zeplyn and Zocks – covered a simulated conversation between an advisor and a married couple.
John O'Connell authored this recent article for Wealth Solutions Report where he shares how monthly and subscription-based fees have advantages for financial advisors compared to traditional quarterly billing in light of the tariffs and recent market turbulence.
This article from Citywire dives into The Oasis Group's Peaks Research for AI Note Takers, sponsored by AdvisorEngine, and features exclusive insights on the study from The Oasis Group's John O'Connell and AdvisorEngine's Rich Cancro.
Read more about The Oasis Group's Peaks Research for AI Note Takers, sponsored by AdvisorEngine and available now for free download, in the news release published in Yahoo! Finance.
In this article from Action! Magazine by AdvisorEngine, highlighting The Oasis Group's Peaks Research for AI Note Takers, John O'Connell shares additional insights on the research study and its significance for the wealth management industry.
John O'Connell authored this article for Retirement Daily on TheStreet, where he discusses how scammers target retirees on social media with "pump and dump" schemes. The article examines how these schemes work, and the techniques cybercriminals use to execute them.
John O'Connell authored this article for Wealth Solutions Report, covering Robinhood's strategic expansion into the wealth management space with the launch of Robinhood Strategies and acquisition of TradePMR - which signals a direct challenge to the traditional RIA model.
The Oasis Group CEO John O’Connell wrote this bylined article that was published in Advisor Perspectives by VettaFi, where he provides a thorough guide of the steps financial advisors should take to respond to digital identity theft.
