Related Posts
John O’Connell Spoke at Financial Planning ADVISE AI 2025 Conference: AI can whip up a financial plan in seconds. But can advisors trust it?
Summary: John O'Connell was featured in this article from Financial Planning Magazine... read more
John O’Connell Interviewed on the Swift Cam at the 2024 MarketCounsel Summit
In this Swift Cam video interview from the 2024 MarketCounsel Summit, John... read more
John O’Connell Featured in Family Wealth Report on Hottest AI Use Case For Advisors
The Oasis Group CEO John O'Connell was featured in this article from... read more
John O’Connell Published in FinTecBuzz: How Artificial Intelligence Will Revolutionize the Wealth Management Industry
CEO John O’Connell wrote this bylined article that was published in FinTecBuzz,... read more
Do You Own Your Client Data? You May Be Surprised by the Answer
RIA client data comes in many forms – while some data may... read more
John O’Connell Published in Barron’s: Why Wealth Management Firms Need an AI Acceptable Use Policy
John O'Connell penned this article for Barron's Advisor on 'Why Wealth Management... read more
US warns of potential Russian cyberattacks on wealth managers
The Department of Homeland Security has set up a page warning of... read more
The Oasis Group Launches Research Series Analyzing Custodian Platforms and Other Wealth Management Service Providers
Learn more about the new Peaks Research series from The Oasis Group... read more
The Oasis Group Releases Research Report Analyzing Wealth Platforms
Read more about The Oasis Group's Peaks Research for Wealth Platforms,... read more
John O’Connell Featured in Barron’s: How Innovative Firms Are Training Next-Gen Advisors
John O'Connell was quoted in this article from Barron's Advisor discussing how... read more