In this article from Financial Planning Magazine, John O’Connell weighs in on the state of AI in wealth management and how it will be affected by the introduction of DeepSeek AI and Trump’s AI executive order: “As the costs to integrate AI models reduce, you will see more wealthtech firms adding those models to their existing solutions.”
John O’Connell was featured in this RIABiz article discussing Schwab's new $5-per-RIA-client... read more
Flourish Studios created an animated bar chart titled the Biggest Fast Food... read more
In this article from Wealth Solutions Report, John O'Connell provides exclusive insights... read more
John O'Connell was quoted in this article from RIABiz, discussing artificial intelligence... read more
Financial Planning Magazine recaps the insightful panel led by John O'Connell at... read more
In this Swift Cam video interview from the 2025 Advyzon Conference, John... read more
John O’Connell was interviewed on the T3 Social Cam at the 2026... read more
John O’Connell was featured in this article from Wealth Solutions Report, recapping... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
