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.”
Industry thought leaders at T3 and Oasis Group partner with Sora Finance,... read more
Rain Maker’s Roundup host, Mark Iorio, takes a look at the financial... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
This article from Citywire dives into The Oasis Group's Peaks Research for... read more
John O'Connell was featured in this article from Barron's Advisor covering how... read more
TradePMR has issued a warning in a new white paper to Registered... read more
John O'Connell weighs in on the new in-house chatbot from Carson Group... read more
John O'Connell weighs in on the CFP's release of a "Generative AI... read more
The Oasis Group's John O'Connell was featured in this Connect360° newsletter from... read more
RIA client data comes in many forms – while some data may... read more
