Insights From The Oasis Group

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Access our latest AI WealthTech Map to see the top artificial intelligence solutions for the wealth management industry!

John O’Connell Interviewed on the Swift Cam at the 2025 Wealth Management EDGE Conference

In this Swift Cam video interview from the 2025 Wealth Management EDGE Conference, John O'Connell discusses some insights he shared in his panel discussion about unlocking the full potential of AI and highlights the CTO Think Tank he led at the conference.

John O’Connell Featured in Wealth Solutions Report: Wealthtech Is Opening Doors For Advisors To Serve The Mass Affluent

In this article from Wealth Solutions Report, John O'Connell weighs in on how wealthtech and AI have reduced operational costs to a point that allows advisors to generate attractive profits serving mass affluent clients.

Upcoming Webinar with AllocateRite and Morningstar: The Benefits, Risks, and Challenges of Tax Loss Harvesting in Volatile Markets, with John O’Connell, Ron Keusch & Sheryl Rowling

Join us for this insightful webinar on Tuesday, June 17th at 1pm ET featuring John O'Connell of The Oasis Group, Ron Keusch of AllocateRite, and Sheryl Rowling of Morningstar, and learn the ins and outs of tax loss harvesting – especially during times of market volatility.

John O’Connell Published in Advisor Perspectives by VettaFi: Using AI to Create a Monte Carlo Retirement Simulation

John O'Connell wrote this bylined article for Advisor Perspectives by VettaFi, where he discusses the application of AI, specifically Claude, to generate a Monte Carlo retirement simulation. He details how he used Claude to create a retirement simulation for a hypothetical couple.

AI Chatbots: Transforming Wealth Management Through Innovation

The wealth management industry is early in the beginning of its technological transformation driven by artificial intelligence (AI). AI notetakers were the technology advancement of 2024 and AI chatbots are the advancement of 2025. Find out more in this latest Peaks Perspective.