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.”
RIA firm data can influence everything from operations to client service to... read more
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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
In this Swift Cam video interview from the 2025 Advyzon Conference, John... read more
John O'Connell authored this article in Advisor Perspectives by VettaFi where he... read more
