In this article by Marie Swift published in Wealth Solutions Report, she discusses brand voice standards in the age of AI and reflects on insights gleaned during a recent conversation with John O’Connell, discussing how The Oasis Group approaches brand voice using modern tools including Claude Enterprise.
Wealth management firms handle significant amounts of personally identifiable information, and the selection of an AI solution requires careful consideration. This comprehensive analysis compares two leading AI platforms, Microsoft Copilot and ChatGPT, across subscription options, costs, security features, and considerations specific to financial services firms.
This white paper provides a comprehensive analysis of leading cloud storage and analytics platforms available to wealth management firms, along with tailored recommendations for firms at different AUM tiers.
John O'Connell was quoted in this article from Barron's Advisor discussing how innovative wealth management firms are training next-gen advisors through apprenticeships and other training programs.
The Oasis Group CEO John O’Connell was quoted in this article from Barron's Advisor discussing billing and fee structures for financial advisors, including why AUM fees continue to predominate.
The Oasis Group CEO John O’Connell wrote this bylined article that was published in Advisor Perspectives by VettaFi, where he elaborates on how a Chief Growth Officer differs from a CMO and shares why your wealth management firm needs a CGO to spark organic growth.
In the dynamic landscape of wealth management, the quest for sustainable growth has never been more challenging or crucial. Many firms are struggling to create organic growth as shown in industry studies.
