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John O'Connell was recently interviewed by Wealth Management about Cybersecurity adoption among RIAs. Adoption has remained low, and the reason isn't awareness, most firms have outsourced IT and assumed that covers cybersecurity, when in reality it's a distinct, multi-part discipline spanning employee training, endpoint security, email security, cloud security, and field hygiene for traveling...
John O'Connell wrote this piece for Wealth Solutions Report on why RIAs facing Schwab's new $5 block trade fee should look at trading discipline before touching their pricing. Most firms can reduce their fee exposure through trading discipline alone, before any conversation about pricing strategy becomes necessary, he argues. Re-balancing frequency, drift bands, and...
John O'Connell wrote this piece for Rethinking65 on why advisors expanding their AI use should start in the back office, not with clients. According to J.D. Power's 2025 U.S. Financial Advisor Satisfaction Study, 35% of advisors identified AI as the top technology their firms should invest in, and satisfaction scores were measurably higher among...
John O'Connell, CEO of The Oasis Group, wrote this piece for Advisor Perspectives on why AI washing is now more than a marketing nuisance. It's become a real threat to the industry's ability to weather the coming advisor shortage. McKinsey's January 2026 analysis projected that nearly 40% of current financial advisors will retire within...
The trust industry has been largely absent from the AI governance conversation, treated as an afterthought in frameworks designed for RIAs and broker-dealers. That absence is dangerous.
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 8 categories, identifying and categorizing 106 leading technology firms.
John was recently published in Financial Advisor Magazine. His article focused on the data risks many firms may be exposing themselves to when they integrate Claude Teams into their infrastructure. Read the Full Article Here
In this article, John explores the different ways that Anthropic has changed Claude to specifically integrate the product into the financial services space, mainly through the introduction of a financial services tier and a host of plugins. He also examines what companies anthropic seems to be seeking to replace. Read the Full Article Here
