In this article from Financial Planning Magazine, John O’Connell weighs in on the state of AI in wealth management and how it will be affected by the introduction of DeepSeek AI and Trump’s AI executive order: “As the costs to integrate AI models reduce, you will see more wealthtech firms adding those models to their existing solutions.”
In this article from Financial Planning Magazine, CEO John O’Connell discusses how... read more
John O’Connell was interviewed on the RIA Channel at the Schwab IMPACT... read more
John O'Connell discusses how wealth managers can use prompt engineering to get... read more
This article in ThinkAdvisor recaps a white paper on liability management, authored... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
The Oasis Group CEO weighs in on AI in wealth management, including... read more
John O'Connell was quoted in this article from The Daily Upside where... read more
The Oasis Group was awarded and named a top WealthTech Consultancy &... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O'Connell authored this article in Wealth Solutions Report, discussing how AI... read more
