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The percentage-of-assets fee is so embedded in advisory economics that most firms treat it as a fixed constant rather than a business decision. But the AUM model is neither as old nor as inevitable as it feels. Understand where it came from and why it may fail you in this Peaks Perspective article.
Google's AI-powered Finance platform represents more than a free alternative to expensive terminals — it signals a fundamental shift in how big tech companies view the financial data market. John O'Connell authored this article for Kiplinger where he discusses how financial advisors will benefit amid the competitive battle.
Join John O’Connell of The Oasis Group and Sam Sova and Karl Simon, Co-Founders of Subatomic AI, for a candid, practical conversation on April 16th at 1pm ET about what agentic AI actually means for wealth management firms today.
John O’Connell was featured in this article from InvestmentNews, where he discussed the implications of Anthropic’s recent accidental Claude code leak, urging advisors to question tech partners about their source‑code hygiene, monitoring practices, and notification protocols to ensure protection against similar AI‑related threats.
After three decades in financial services, I've learned to pay close attention to what regulators say. Right now, a lot of RIA principals have looked at the current SEC and decided they have breathing room on AI. I understand the reasoning. I disagree with the conclusion. Find out why the next 3-4 years represent an...
In this episode of The WealthTech Podcast, John O’Connell breaks down what’s really happening at the intersection of AI, data, and modern wealth tech infrastructure. From dirty data and disconnected systems to the rise of AI-first platforms, this conversation gets into what advisors and family offices must do now to stay competitive.
In this insightful webinar titled 'Beyond the Template: How RIAs Build a Signature Client Experience', John O’Connell of The Oasis Group and Jack Martin of Amplify had a candid conversation about how forward-thinking RIAs are shifting their mindset from “technology platform” to “experience engine.”
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 103 leading technology firms.
