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.”
John O’Connell was featured in this article from InvestmentNews, where he discussed... read more
John O'Connell was featured in this article from Wealth Solutions Report where... read more
This article from Advisorpedia highlights the most impactful parts of the 2026... read more
John O'Connell authored this article for Retirement Daily on TheStreet, where he... read more
The Oasis Group CEO John O’Connell was featured in an article in... read more
John O'Connell discusses how wealth managers can use prompt engineering to get... read more
John O'Connell is interviewed on the Swift Cam at the 2025 Schwab... read more
John O'Connell was quoted in this InvestmentNews article about RIA Intellectus Partners... read more
John O'Connell participated in a roundtable with other wealthtech leaders at... read more
In the article 7 Tips for Writing a Unique Value Proposition, John... read more
