Peaks Perspective
What Is Business Process Management, and Why Wealth Management Firms Must Embrace It Now
What is Business Process Management (BPM)? Find out why wealth management firms...
Webinar
Webinar with Jump: Beyond Notetaking: The Next Evolution of AI for Financial Advisors
Watch this webinar replay with John O’Connell of The Oasis Group and...
News, Video
John O’Connell Interviewed by RIA Channel: The Oasis Group’s John O’Connell On Building An Acceptable AI Use Policy
John O’Connell was interviewed by RIA Channel at the 2025 Advyzon Conference,...
Article, News
John O’Connell Quoted in RIABiz on the Scramble for Morningstar Office Users
John O'Connell was quoted in this article from RIABiz discussing how various...
Peaks Perspective
The AI Revolution Is Here: Why Most Wealth Management Firms Are Getting Left Behind
What's happening with AI in wealth management isn't just another tech upgrade;...
White Paper
The Impact of Artificial Intelligence on Wealth Management and the Daily Life of Financial Advisors
This white paper from The Oasis Group examines the current state of...
Article, News
John O’Connell Published in Wealth Management Magazine: Will AI Replace Financial Advisors? Not Quite – But It Will Replace Their Tasks
John O'Connell was published in Wealth Management Magazine's 2025 Midyear Outlook issue,...
Webinar
Webinar with AllocateRite: Breaking Through Growth Barriers: How Enhanced Workflows & Integrated Data Systems Drive Sustainable Success
Financial advisors, wealth management execs, and technology and operations leaders looking to...
Webinar
Webinar with FINNY: Leveraging existing documents to create new content with AI
Watch this webinar replay with FINNY, where John O'Connell participated in FINNY's...