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.
Do you own your data? That may sound like a strange question.... read more
John O'Connell was interviewed by Chuck Failla on the goRIA Podcast Fueled... read more
In this video interview with industry reporter Chris Latham, John O'Connell discusses... read more
In the 2025 WealthManagement.com Industry Awards, often referred to as the Wealthies,... read more
John O'Connell, author of "Rise of the Activist Investor", joins the Next... read more
John O'Connell authored this recent article for Wealth Solutions Report where he... read more
In this article by Marie Swift published in Wealth Solutions Report, she... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O'Connell was interviewed on the goRIA Podcast fueled by InvestmentNews LIVE... read more
Learn more about the new Peaks Research series from The Oasis Group... read more
