Learn more about the Oasis AI Readiness Index™ in this news release from The Oasis Group - the industry’s first maturity benchmark built exclusively for fiduciary wealth management firms, trust firms, and family offices.
John O'Connell wrote this article for Wealth Solutions Report discussing how Google Finance just made enterprise-level market research accessible without enterprise pricing. Google Finance’s new AI upgrade marks a major shift in market research accessibility.
John O'Connell is quoted in this article from Financial Planning Magazine discussing the concerns about AI overconcentration in the stock market - and how advisors can prepare if AI truly is a bubble. According to O’Connell, businesses across all sectors are using AI both to drive growth and to cut operating costs, but the full...
John O’Connell was featured in this RIABiz article discussing Schwab's new $5-per-RIA-client trading fees that started on Tuesday, March 3rd, 2026, saying it doesn’t undermine the AUM model, but pushes firms toward clearer differentiation between low-turnover allocation models and higher-touch, higher-activity investment strategies.
John O’Connell was published in Advisorpedia discussing how wealth management firms now face a practical question that extends beyond understanding what Google Finance offers: How do you incorporate free AI research tools into existing workflows without degrading research quality or creating operational chaos?
For the third year in a row, The Oasis Group has been named the winner of the Consultancy Award in the WealthTech Consultancy & Training category of the 2026 WealthTech Americas Awards, published by WealthBriefing and Family Wealth Report.
John O'Connell authored this article in Advisor Perspectives by VettaFi where he discusses the dangers of unregulated use of shadow AI that could already be affecting your firm. The real question is not whether shadow AI exists inside your walls. It is whether you will take control of it before regulators and cybercriminals do.
The Oasis Group recently released a new white paper on customer relationship management (CRM) selection in wealth management, sponsored by Practifi, a CRM provider for financial advisors - covered in this feature article published in Wealth Solutions Report.
Discover how prediction markets are becoming a durable feature of the financial landscape and how they align with how younger investors think, trade, and absorb information in this article authored by John O'Connell for Advisor Perspectives by VettaFi.
John O'Connell shares valuable insights in this article from Financial Planning Magazine, discussing how advisors and other financial services professionals who rely heavily on social media to reach clients and prospects are increasingly confronting a trade-off: Stay active on channels they no longer trust, or walk away from a built-in audience.
