Article
How to Manage the 4 Risks Hiding Inside Every AI-Heavy Portfolio
John O’Connell was recently published in Kiplinger, the third in his...
Article
AI Just Exposed This Firm’s HR Secrets — Here’s How to Avoid It
John O’Connell was recently a guest on the Modern Financial Advisor...
Article, Peaks Perspective
The Full Anatomy of a Loop, and How to Build One in Under Ten Minutes
A loop has five parts. Skip one and you do not get...
Peaks Perspective
AI WealthTech Map: The Oasis Group’s Peaks Perspective on AI Wealth Technology
Access The Oasis Group's AI WealthTech Map, a resource that financial advisors...
Uncategorized
John O’Connell Featured in Power Advice: What Schwab and Robinhood Are Actually Building
John O'Connell was recently published in PowerAdvice on what Schwab and...
Article, Peaks Perspective
How AI Is Rewriting the WealthTech Vendor’s Business Model
You signed a contract for an AI feature priced like software has...
Uncategorized
John O’Connell Featured in Wealth Solutions Report: Your AI Notetaker Just Became A Liability
John O'Connell was recently featured in Wealth Solutions Report where he...
Article, Peaks Perspective
Designing Loops with Claude Fable 5
Most loop failures are not loop-design failures. They are model-capability failures wearing...
Peaks Perspective
AI WealthTech Map: The Oasis Group’s Peaks Perspective on AI Wealth Technology
Access The Oasis Group's AI WealthTech Map, a resource that financial advisors...