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.
John O'Connell was featured in this blog post from RightCapital discussing how... read more
Learn more about the new Peaks Research series from The Oasis Group... read more
John O'Connell weighs in on the CFP's release of a "Generative AI... read more
In this Swift Chat interview, John O'Connell joins Marie Swift to discuss... read more
John O'Connell wrote this bylined article in Financial Planning Magazine, sharing how... read more
The Oasis Group was named a finalist in three categories of the... read more
John O’Connell authored this article for Wealth Solutions Report, discussing how UHNW... read more
The RIA technology landscape is evolving rapidly - it seems like there... read more
In this article from Financial Planning, John O'Connell weighs in on the... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
