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.
This article from Financial Planning Magazine gives an inside scoop on some... read more
In this article from Financial Planning Magazine, CEO John O’Connell discusses how... read more
CEO John O'Connell was featured in this article from Wealth Solutions Report... read more
The Oasis Group was mentioned in this "Letters from Larry" article... read more
Multiple publications in the wealth management industry covered the launch of The... read more
The Department of Homeland Security has set up a page warning of... read more
John joins Marguerita Cheng on her podcast and video show, Margaritas with... read more
John O'Connell was featured in this Fiducary Voices article detailing an Executive... read more
The Oasis Group was featured in this Financial Planning Magazine article featuring... read more
John O'Connell was published in Advisor Perspectives by Vetta Fi where he... read more
