Article, Peaks Perspective
Why Your Cheapest AI Pilot Becomes Your Most Expensive Deployment
Your AI pilot will look cheap. That is the trap. The per-task...
Article
John O’Connell Interviewed by ThinkAdvisor: The Estate Tax Exemption Cliff Is No More. Now What?
John O'Connell was recently featured in a ThinkAdvisor Q&A on estate...
Article, News
John O’Connell Featured in Advisorpedia: The Advisor Shortage Is a Design Problem. Treat It Like One.
John O'Connell was recently featured in Advisorpedia arguing that firms misdiagnose...
Article, News
John O’Connell Featured in Kiplinger: How Businesses (and Advisers) Can Budget for AI Use When the Bill Keeps Changing
John O'Connell was recently featured in Kiplinger writing about how businesses...
Article, Peaks Perspective
What You Are Actually Paying For When You Buy AI
You signed a contract for an AI tool. The bill arrives measured...
Article
John O’Connell Featured in Wealth Solutions Report: Is Your Firm Over-Trading Because Technology Makes It Easy?
John O'Connell wrote this piece for Wealth Solutions Report on why...
Article
John O’Connell Featured in Rethinking65:Expanding AI Usage? Start in the Back Office
John O'Connell wrote this piece for Rethinking65 on why advisors expanding...
Article
John O’Connell Quoted in Advisor Perspectives: AI Washing and the Advisor Shortage: Why Getting Technology Decisions Right Has Never Mattered More
John O'Connell, CEO of The Oasis Group, wrote this piece for
Peaks Perspective
Agentic AI Is Not a Chatbot. Here Is What It Actually Means for Your Firm.
The trust industry has been largely absent from the AI governance conversation,...