In this video interview with industry reporter Chris Latham, John O’Connell discusses the various levels of AI adoption in the financial industry. He delves into the variety of AI software solutions that firms have at their disposal, how advisors can use AI for workflows within their practice, and how advisors can use prompt engineering to get more from AI.
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O’Connell was interviewed by RIA Channel at the 2025 Advyzon Conference,... read more
John O'Connell was featured in this article from Barron's Advisor covering how... read more
TradePMR has issued a warning in a new white paper to Registered... read more
Tune in to the latest episode of The Tony Steuer Podcast, featuring... read more
The RIA technology landscape is evolving rapidly - it seems like there... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O’Connell was interviewed on the RIA Channel at the Schwab IMPACT... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
In the article 7 Tips for Writing a Unique Value Proposition, John... read more
