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.”
CEO John O'Connell was quoted in this article in Family Wealth Report... read more
The Oasis Group's Peaks Research for Wealth Platforms was highlighted and John... read more
John O'Connell authored this article in Advisor Perspectives by VettaFi discussing the... 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 by Wealth Solutions Report where... read more
In this article from Financial Planning Magazine, discussing how AI may be... read more
John O'Connell was quoted in this InvestmentNews article about RIA Intellectus Partners... read more
John O'Connell was recently featured in Professional Wealth Management with an... read more
In today’s tech-driven world, artificial intelligence has become a key enabler of... read more
John O’Connell discusses key trends shaping the industry with WealthManagement.com at the... read more
