Google's AI-powered Finance platform represents more than a free alternative to expensive terminals — it signals a fundamental shift in how big tech companies view the financial data market. John O'Connell authored this article for Kiplinger where he discusses how financial advisors will benefit amid the competitive battle.
John O’Connell was featured in this article from InvestmentNews, where he discussed the implications of Anthropic’s recent accidental Claude code leak, urging advisors to question tech partners about their source‑code hygiene, monitoring practices, and notification protocols to ensure protection against similar AI‑related threats.
In this episode of The WealthTech Podcast, John O’Connell breaks down what’s really happening at the intersection of AI, data, and modern wealth tech infrastructure. From dirty data and disconnected systems to the rise of AI-first platforms, this conversation gets into what advisors and family offices must do now to stay competitive.
In this article from Barron's Advisor, John O'Connell discusses the biggest hurdles that small and mid-size RIA firms face when deciding whether to continue to remain independent, or sell to a larger firm in a market dominated by consolidation and scale.
The Oasis Group was named a finalist for the 'Family Office Management Consultancy (Non-Tech)' award in the 2026 Family Wealth Report Awards, published by WealthBriefing - a tangible recognition of outstanding performance, innovation, and distinction within the family office and wealth management industries.
In this article from Financial Planning Magazine, discussing how AI may be intensifying work for and burning out financial advisors, John O'Connell said that AI tools transition time from administrative tasks to higher-value tasks, such as client engagement.
John O'Connell authored this article for Wealth Management Magazine, discussing how Google Finance now displays prediction market data from Kalshi and Polymarket alongside traditional financial and market information—the first mainstream integration of event-based probabilities.
John O'Connell was featured in this Financial Planning Magazine article covering a panel that John O'Connell moderated at the 2026 T3 Technology Conference, titled "From Prospecting to Annual Review: How Al Is Transforming Wealth Management".
The Oasis Group was featured in this Financial Planning Magazine article featuring announcements from the 2026 T3 Technology Conference that wealth managers should know about. The article shares details on the Oasis AI Readiness Index, with exclusive insights from John O'Connell.
This article from Wealth Solutions Report recaps the 'Driving Growth Through AI-Enabled Operational Excellence' panel from the 2026 T3 Technology Conference, which John O’Connell participated in with Larry Roth of Ascentix Partners and Rashmi Badwe of TIAA Wealth Management.
