John O'Connell was recently interviewed by Wealth Management about Cybersecurity adoption among RIAs. Adoption has remained low, and the reason isn't awareness, most firms have outsourced IT and assumed that covers cybersecurity, when in reality it's a distinct, multi-part discipline spanning employee training, endpoint security, email security, cloud security, and field hygiene for traveling...
John O'Connell wrote this piece for Wealth Solutions Report on why RIAs facing Schwab's new $5 block trade fee should look at trading discipline before touching their pricing. Most firms can reduce their fee exposure through trading discipline alone, before any conversation about pricing strategy becomes necessary, he argues. Re-balancing frequency, drift bands, and...
John O'Connell wrote this piece for Rethinking65 on why advisors expanding their AI use should start in the back office, not with clients. According to J.D. Power's 2025 U.S. Financial Advisor Satisfaction Study, 35% of advisors identified AI as the top technology their firms should invest in, and satisfaction scores were measurably higher among...
John O'Connell, CEO of The Oasis Group, wrote this piece for Advisor Perspectives on why AI washing is now more than a marketing nuisance. It's become a real threat to the industry's ability to weather the coming advisor shortage. McKinsey's January 2026 analysis projected that nearly 40% of current financial advisors will retire within...
In this article, John explores the different ways that Anthropic has changed Claude to specifically integrate the product into the financial services space, mainly through the introduction of a financial services tier and a host of plugins. He also examines what companies anthropic seems to be seeking to replace. Read the Full Article Here
Recently, John O'Connell published an article in Financial Advisor Magazine. The article discusses the risk Wealth Management firms run into when it comes to holding onto clients' tax records. He asserts that, without proper document management, firms often expose themselves to major risk unnecessarily. Read the Full Article Here
The Oasis Group was mentioned in this "Letters from Larry" article in Wealth Solutions Report. The article cited our Estate Planning Report, calling it a "framework for evaluating platforms and aligning technology decisions with their business models, client complexity and growth strategies." Read the full article here
Independent advisors often have to build capabilities themselves through technology. John O'Connell was quoted in this article from The Daily Upside on how WealthTech innovation is increasingly becoming a pain point for financial advisors.
John O'Connell was quoted in this article from Family Wealth Report, examining how many AI notetakers are turning into "agentic operating systems" and becoming the client relationship management of many businesses in the wealth management sector.
This article from Wealth Solutions Report covers a new white paper from The Oasis Group and AdvisorEngine that explores automation trends that are forcing RIAs managing between $100 million and $1 billion AUM to restructure investment operations or risk strategic irrelevance.
