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 3rd year, The Oasis Group was named the winner of the Consultancy Award in the WealthTech Consultancy category of the 2026 WealthTech Americas Awards, published by WealthBriefing & Family Wealth Report, which gives prominence solely to companies servicing the family office and wealth management industry.
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.
In this article from Wealth Solutions Report, John O'Connell and other wealthtech experts share their expectations on AI in the wealth management industry in 2026. John shares how he thinks that the wealth management industry stands at an inflection point.
John O'Connell authored this article for Advisor Perspectives by VettaFi, covering how smaller firms can achieve meaningful, defensible data lineage using tools they already own — if they understand what lineage actually means in practice.
In this article published in Family Wealth Report, John O'Connell provides insights on AI in wealth management in 2026. John also shares details on his presentation and live demonstration for AI University at the upcoming 2026 T3 Technology Conference.
