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.
Cybersecurity adoption is still low among advisory firms, but it’s critical for... read more
In this episode of Trade PMR's Synergize podcast John O'Connell discusses the... read more
As a member of the wealth management industry, you may be thinking... read more
John delivers a Master Class on how to build your Unique Value... read more
John & Cinthia Murphy from ETF Think Tank discuss the growth of... read more
John joins a round table discussion of Your Digital Marketing Presence for... read more
John O'Connell was profiled by Authority Magazine, participating in a '5 Things'... read more
John O’Connell will speak on a panel of technology experts at the... read more
John O'Connell was quoted in this article from InvestmentNews discussing Robinhood's acquisition... read more
The Oasis Group CEO John O'Connell was featured in this article in... read more
