Read more about The Oasis Group's Peaks Research for AI Note Takers, sponsored by AdvisorEngine and available now for free download, in the news release published in Yahoo! Finance.
In this article from Action! Magazine by AdvisorEngine, highlighting The Oasis Group's Peaks Research for AI Note Takers, John O'Connell shares additional insights on the research study and its significance for the wealth management industry.
John O’Connell was interviewed on the RIA Channel at the Schwab IMPACT Conference last fall, sharing how his team evaluates the AI applications available from wealthtech firms and discussing The Oasis Group's regularly updated AI WealthTech Map.
John O'Connell was interviewed by Chuck Failla on the goRIA Podcast Fueled by InvestmentNews at Envestnet's 2025 Elevate Conference in Las Vegas, discussing whether RIAs should use AI for notetaking.
John O'Connell authored this article for Retirement Daily on TheStreet, where he discusses how scammers target retirees on social media with "pump and dump" schemes. The article examines how these schemes work, and the techniques cybercriminals use to execute them.
John O'Connell authored this article for Wealth Solutions Report, covering Robinhood's strategic expansion into the wealth management space with the launch of Robinhood Strategies and acquisition of TradePMR - which signals a direct challenge to the traditional RIA model.
The Oasis Group CEO John O’Connell wrote this bylined article that was published in Advisor Perspectives by VettaFi, where he provides a thorough guide of the steps financial advisors should take to respond to digital identity theft.
John O'Connell was featured in Financial Planning Magazine in an article about why and how wealth management firms should own their data. The article also highlights a recent webinar that The Oasis Group held with ByAllAccounts, part of Morningstar Wealth.
John O'Connell was featured in Financial Planning Magazine in an article highlighting experts' hopes and fears when it comes to the use of AI in the wealth management industry.
John O’Connell discusses key trends shaping the industry with WealthManagement.com at the 2025 Advyzon Conference. Their discussion ranges from AI and cybersecurity to alternative investments and the buy vs. build debate.
