The Oasis Group’s AI WealthTech Map was featured in the August 2024 Wealthtech Roundup by Wealth Solutions Report, highlighting this important resource that wealth management firms can use to discover potentially useful artificial intelligence solutions and AI-focused firms serving the industry.
John O'Connell was published in Wealth Management Magazine's 2025 Midyear Outlook issue,... read more
John O’Connell offers a critical perspective on two major launches in the... read more
As more firms embrace AI tools, the key to success lies in... read more
TradePMR has published a new white paper for Registered Investment Advisers (RIAs)... read more
John O'Connell was quoted in this article from Barron's Advisor discussing how... read more
The Department of Homeland Security has set up a page warning of... read more
John O'Connell was interviewed by Chuck Failla on the goRIA Podcast Fueled... read more
Plus Goldman Sachs entrepreneurship certificate, South Africa conference and other news WAUKEE, Iowa, July 18, 2023 /PRNewswire/... read more
TradePMR has issued a warning in a new white paper to Registered... read more
John O'Connell is interviewed on the Swift Cam at the 2025 Schwab... read more
