John O’Connell Featured in Multiple Articles on AI from Financial Planning Magazine
John O'Connell2024-06-10T16:25:44+00:00
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John O'Connell
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AI, Cybersecurity, Data Management, Practice Management, Technology, WealthTech
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The Oasis Group CEO John O’Connell was recently featured in multiple articles from Financial Planning Magazine covering artificial intelligence in the wealth management space, where John notes that many advisory firms are jumping into using AI without having a clear understanding or direction: “If you don’t know where the finish line is, don’t start the race.”
He also gives his thoughts on how AI-powerhouses are influencing tech vendor pricing for advisors, discussing why he thinks we’ll see an increase in usage-based pricing models in the wealthtech space.