The Oasis Group Featured in Financial Planning Magazine: The T3 2026 announcements that wealth managers should know

The Oasis Group was featured in this Financial Planning Magazine article featuring announcements from the 2026 T3 Technology Conference that wealth managers should know about. The article shares details on the Oasis AI Readiness Index, a 70-question assessment designed to benchmark how wealth management firms are adopting artificial intelligence. The index evaluates two key areas: governance and operational maturity (covering policies, compliance, data, and readiness) and technology capability tiering, which measures the sophistication of firms’ AI development.

John O’Connell told Financial Planning that the index places greater emphasis on governance, offering firms both a snapshot of their current AI readiness and a clear roadmap for improvement: “They can take the test to understand where they are in the readiness curve, but it also gives them a road map of how to get better.”