In this Swift Cam video interview from the 2024 Wealth Management EDGE Conference, John O’Connell discusses the excellent content at the conference, including a cybersecurity panel he moderated, and also shares his thoughts on the hot topic of AI and how it will affect the wealth management industry going forward.
John O’Connell was interviewed on the RIA Channel at the Schwab IMPACT... read more
The Oasis Group's latest research report on AI Note Takers was featured... read more
Tune in to the final episode of this season’s On the Circuit,... read more
Rob Dilbone, managing director, TradePMR and John O’Connell, founder, The Oasis Group... read more
John O' Connell was interviewed on The Investipal Podcast discussing the changing... read more
In this video interview with industry reporter, Chris Latham, John O'Connell discusses... read more
Tax-loss harvesting has evolved from a year-end tactic to an always-on, AI-enhanced... read more
The Oasis Group CEO John O'Connell was featured in this article from... read more
John O'Connell was quoted in this article from RIABiz, discussing artificial intelligence... read more
In this episode of The WealthStack Podcast by WealthManagement.com, Shannon Rosic speaks... read more
