Peaks Research
Peaks Research for AI Note Takers
The second study of our Peaks Research series evaluates the role of...
Article, News
John O’Connell Featured in Action! Magazine: AI note takers 101: The advisor’s guide
In this article from Action! Magazine by AdvisorEngine, highlighting The Oasis Group's...
Peaks Perspective
Using Claude to Create a Monte Carlo Retirement Simulation
Monte Carlo simulations have become an invaluable tool for financial advisors and...
News, Video
John O’Connell Interviewed by RIA Channel: The Oasis Group’s O’Connell On Mapping Artificial Intelligence In Wealth Technology
John O’Connell was interviewed on the RIA Channel at the Schwab IMPACT...
News, Podcast, Video
John O’Connell Interviewed on the goRIA Podcast Fueled by InvestmentNews at Envestnet’s 2025 Elevate Conference
John O'Connell was interviewed by Chuck Failla on the goRIA Podcast Fueled...
Article, News
John O’Connell Featured in Financial Planning Magazine: Wealth in the age of AI: What experts hope for — and what they fear
John O'Connell was featured in Financial Planning Magazine in an article highlighting...
News, Video
John O’Connell Interviewed by WealthManagement.com at the 2025 Advyzon Conference: 2025 WealthTech Trends: AI, Cybersecurity, and the Future of Advisor Tech
John O’Connell discusses key trends shaping the industry with WealthManagement.com at the...
Article, News
John O’Connell Quoted in The Daily Upside: Why Advisors Are Ditching Their CRMs
In this article from The Daily Upside, John O’Connell highlights the inefficiencies...
Article, News
John O’Connell Featured in Financial Planning Magazine: Wealth firms should rescue client experience from the margins, experts urge
Financial Planning Magazine recaps the insightful panel led by John O'Connell at...