In this Swift Cam video interview from the 2024 MarketCounsel Summit, John O’Connell highlights his panel discussion on artificial intelligence and how to harness AI to identify new business opportunities, automate processes, and make data-driven decisions that set your firm apart. He also discusses one of The Oasis Group’s latest resources for wealth management firms: the AI WealthTech Map.
John O’Connell offers insights to Action! Magazine regarding strategies for advisors in... read more
Millions of current, former, and prospective customers’ personal data has been compromised... read more
The Department of Homeland Security has set up a page warning of... read more
Prep for ransomware attacks or be ready to pay the price. Ransomware... read more
Are you ready to unlock the power of data for your RIA?... read more
In this article from The Fintech Times examining how AI can... read more
John O'Connell was quoted in this article from RIABiz, discussing artificial intelligence... read more
In this article from Financial Planning Magazine, John O'Connell weighs in on... read more
John O'Connell was featured in Financial Planning Magazine in an article about... read more
This article from Financial Planning Magazine gives an inside scoop on some... read more
