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 was featured in this article in... read more
Do you own your data? That may sound like a strange question.... read more
In the November 2025 Wealthtech Roundup from Wealth Solutions Report, two of... read more
John O'Connell was quoted in this article from InvestmentNews discussing Robinhood's acquisition... read more
Read more about The Oasis Group's Peaks Research for Wealth Platforms,... read more
In this article from Financial Planning Magazine, discussing how AI may be... read more
John O'Connell was interviewed on the goRIA Podcast fueled by InvestmentNews LIVE... read more
John O’Connell was featured in this article from Barron’s Advisor where he... read more
John O'Connell authored this article for Advisor Perspectives by Vetta Fi where... read more
In this bylined article written for Advisorpedia, John O'Connell discusses how Claude... read more
