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.”
The Oasis Group was named a Finalist in the 2024 WealthManagement.com Industry... read more
John O'Connell was quoted in this article from RIABiz discussing how various... read more
The Oasis Group's AI WealthTech Map was featured in the August 2024... read more
John O'Connell wrote this article for Wealth Solutions Report discussing how Google... read more
John O’Connell was interviewed on the RIA Channel at the Schwab IMPACT... read more
In this bylined article written for Advisorpedia, John O'Connell discusses how Claude... read more
John O’Connell was featured in this RIABiz article discussing Schwab's new $5-per-RIA-client... read more
TradePMR has issued a warning in a new white paper to Registered... read more
John O'Connell participated in a roundtable with other wealthtech leaders at... read more
John O'Connell was featured in this article by Wealth Solutions Report where... read more
