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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
Recently, John O'Connell published an article in Financial Advisor Magazine. The article discusses the risk Wealth Management firms run into when it comes to holding onto clients' tax records. He asserts that, without proper document management, firms often expose themselves to major risk unnecessarily. Read the Full Article Here
The Oasis Group was mentioned in this "Letters from Larry" article in Wealth Solutions Report. The article cited our Estate Planning Report, calling it a "framework for evaluating platforms and aligning technology decisions with their business models, client complexity and growth strategies." Read the full article here
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.
FORT MILL, S.C., JUNE 12, 2026--The Oasis Group, the leading research and consulting firm specializing in the wealth management and financial technology sectors, today announced it has been named a finalist in the 2026 Wealth Management Industry Awards (“the Wealthies”) in two categories: Industry Research Providers and Chief Executive Officer of the Year (Professional...
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.
Independent advisors often have to build capabilities themselves through technology. John O'Connell was quoted in this article from The Daily Upside on how WealthTech innovation is increasingly becoming a pain point for financial advisors.
