Article, News
The Oasis Group Releases Research Report Analyzing Wealth Platforms
Read more about The Oasis Group's Peaks Research for Wealth Platforms,...
Peaks Research
Peaks Research for Wealth Platforms
The third study of our Peaks Research series evaluates 10 of the...
Article, News
John O’Connell Published in Barron’s: Why Wealth Management Firms Need an AI Acceptable Use Policy
John O'Connell penned this article for Barron's Advisor on 'Why Wealth Management...
News, Video
John O’Connell Interviewed by Chris Latham: Using AI for Workflows in Advisor Practices
In this video interview with industry reporter, Chris Latham, John O'Connell discusses...
Webinar
Webinar with Financial Experts Network: AI Note-Taking Tools for Financial Advisors: Insights from The Oasis Group’s 2025 Report
Watch this webinar replay led by John O'Connell, as he presents key...
Peaks Perspective
Building a Prompting Workflow for Your Practice
As more firms embrace AI tools, the key to success lies in...
Article, News
John O’Connell Published in Advisor Perspectives by VettaFi: AI Chatbots: Transforming Wealth Management Through Innovation
John O'Connell wrote this bylined article for Advisor Perspectives by VettaFi, where...
Webinar
Webinar with Practifi: AI in Wealth Management: Balancing Innovation, Efficiency, and Risk
John O'Connell participated in a webinar with Practifi discussing AI in Wealth...
Webinar
Webinar with AllocateRite and Morningstar: The Benefits, Risks, and Challenges of Tax Loss Harvesting in Volatile Markets, with John O’Connell, Ron Keusch & Sheryl Rowling
Watch this webinar replay with John O'Connell of The Oasis Group, Ron...