Agentic AI in Wealth Management: Why Strong Processes Are the Foundation of Safe Adoption
This white paper from The Oasis Group, sponsored by Jump, examines agentic...
John O’Connell Spoke at Financial Planning ADVISE AI 2025 Conference: AI can whip up a financial plan in seconds. But can advisors trust it?
Summary: John O'Connell was featured in this article from Financial Planning Magazine...
John O’Connell Featured in Wealth Solutions Report: Oasis Group And AdvisorEngine Release Research On AI Prospecting Tools
In this article from Wealth Solutions Report, John O'Connell provides exclusive insights...
Peaks Research for AI Prospecting Tools
The fourth study of our Peaks Research series evaluates the role of...
The Oasis Group and AdvisorEngine Release Research Report on AI Prospecting Tools
Read more about The Oasis Group's Peaks Research on AI Prospecting Tools,...
The Silent Threat on the Line: How Audio Deepfakes Endanger Wealth Management – and How to Build Real Resilience
In our latest Peaks Perspective article, discover how audio deepfakes endanger wealth...
John O’Connell Speaking at Financial Planning ADVISE AI 2025 Conference: AI in Action: Transforming Wealth Management
In this fast-paced, high-impact keynote, which will be presented at the Financial...
Webinar with Zocks: AI Without the Risk: Compliance Best Practices for Financial Professionals
John O’Connell, Mark Gilbert of Zocks, Stacie Craddock of Integrated Compliance Advisors,...
Webinar with Flyer FT: Beyond the Algorithm: How AI is Transforming Tax Alpha into a Scalable Advantage for RIAs
Tax-loss harvesting has evolved from a year-end tactic to an always-on, AI-enhanced...