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
The financial advisor event anticipates a record number of attendees with a... read more
In this Swift Chat interview, John O'Connell joins Marie Swift to discuss... read more
John O'Connell broke down the impactful ways that AI can transform the... read more
John O'Connell joins a roundtable discussion for Financial Planning Magazine where he... read more
As more firms embrace AI tools, the key to success lies in... read more
John O'Connell authored this article for Advisor Perspectives by Vetta Fi where... read more
John O'Connell was featured in this Financial Planning Magazine article covering a... read more
In this Swift Cam video interview from the 2025 Wealth Management EDGE... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
