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In our latest Peaks Perspective article, we delve into the rise of prediction markets and event contracts in the wealth management industry and give a clear engagement strategy framework for advisors beginning to see signs of prediction market activity in their client base.
Financial advisors in The Oasis Group community have an exclusive opportunity to experience the T3 Technology Conference 2026 - the largest and most respected wealthtech event in the US - with special savings. BOGO offer and $200 off promo code within!
In this webinar with WealthManagement.com, we unpacked key findings from the recent CTO Think Tank at RIA Edge LA 2025, where top technology executives explored how to operationalize AI responsibly across architecture, governance, and culture. The discussion revealed how CTOs are transforming innovation into a repeatable, compliant discipline that drives efficiency, and transparency.
Access The Oasis Group's AI WealthTech Map, a resource that financial advisors and wealth management firms can use to find leading artificial intelligence solutions and AI-focused firms serving the wealth management industry. The map follows the lifecycle of a wealth management relationship and is organized into 7 categories, identifying and categorizing 94 leading technology firms.
John O'Connell joined AdvisorEngine's Ned Dane and Suleman Din for this webinar: ‘AI Prospecting Tools 101: The Advisor’s Guide’. The webinar provided an overview of The Oasis Group's Peaks Research for AI Prospecting Tools and highlight key findings, offering advisors valuable insights into how AI prospecting tools perform in real settings.
John O'Connell joined Chirag Gandhi, CEO of Mili, for a practical discussion on how wealth management enterprises are moving beyond AI pilots to build scalable, connected infrastructure that delivers measurable impact. Watch the webinar replay here.
In the November 2025 Wealthtech Roundup from Wealth Solutions Report, two of The Oasis Group's latest educational resources for financial professionals are highlighted: The Oasis Group's research report on AI Prospecting Tools and white paper on agentic AI in wealth management.
John O'Connell was quoted in this InvestmentNews article about RIA Intellectus Partners launching Intellebox.ai as an independent company and AI-driven operating system for advisory firms. The article notes that the launch comes amid growing interest in agentic AI within wealth management and highlights The Oasis Group's white paper on 'Agentic AI in Wealth Management'.
