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.”
In this Swift Cam video interview from the 2024 Schwab IMPACT Conference,... read more
In the November 2025 Wealthtech Roundup from Wealth Solutions Report, two of... read more
CEO John O'Connell was featured in this article from Financial Planning Magazine,... read more
John O’Connell discusses key trends shaping the industry with WealthManagement.com at the... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
TradePMR has issued a warning in a new white paper to Registered... read more
The Oasis Group CEO John O’Connell was quoted in this FA Upside... read more
This article examines the challenges associated with the SEC’s proposed cybersecurity risk... read more
Industry thought leaders at T3 and Oasis Group partner with Sora Finance,... read more
John O'Connell was featured in Financial Planning Magazine in an article about... read more
