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.”
This article in ThinkAdvisor recaps a white paper on liability management, authored... read more
John O’Connell stopped by the T3 Social Cam to share how he... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O'Connell was quoted in this article from Family Wealth Report, examining... read more
This article examines the challenges associated with the SEC’s proposed cybersecurity risk... read more
John O'Connell was published in Advisor Perspectives by Vetta Fi where he... read more
In this Swift Cam video interview from the 2024 Schwab IMPACT Conference,... read more
In this article from InvestmentNews about InvestCloud's new suite of artificial intelligence-enabled... read more
John O'Connell was interviewed for the 2026 T3 Hot & Happening Podcast,... read more
In this article, John explores the different ways that Anthropic has changed... read more
