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.
CEO John O’Connell was quoted in this FA Upside article from The... read more
Are you prepared for the evolving threats facing the wealth management industry?... read more
This article examines the challenges associated with the SEC’s proposed cybersecurity risk... read more
Multiple publications in the wealth management industry covered the launch of The... read more
Prep for ransomware attacks or be ready to pay the price. Ransomware... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
Cybersecurity continues to be a major challenge for today’s advisory firms, who... read more
John O'Connell was quoted in Financial Planning Magazine, joining a group... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
The financial advisor event anticipates a record number of attendees with a... read more
