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John O’Connell was published in Advisorpedia discussing how wealth management firms now face a practical question that extends beyond understanding what Google Finance offers: How do you incorporate free AI research tools into existing workflows without degrading research quality or creating operational chaos?
For the 3rd year, The Oasis Group was named the winner of the Consultancy Award in the WealthTech Consultancy category of the 2026 WealthTech Americas Awards, published by WealthBriefing & Family Wealth Report, which gives prominence solely to companies servicing the family office and wealth management industry.
John O'Connell authored this article in Advisor Perspectives by VettaFi where he discusses the dangers of unregulated use of shadow AI that could already be affecting your firm. The real question is not whether shadow AI exists inside your walls. It is whether you will take control of it before regulators and cybercriminals do.
John O'Connell of The Oasis Group and Conor Curtis of Practifi unpack and explain why enterprise data models and well-designed workflows are now the real competitive edge for modern advisory firms in this insightful webinar.
The Oasis Group recently released a new white paper on customer relationship management (CRM) selection in wealth management, sponsored by Practifi, a CRM provider for financial advisors - covered in this feature article published in Wealth Solutions Report.
Your conversion process has stages whether your CRM acknowledges them or not. Prospects move from initial interest through discovery, evaluation, decision-making, and commitment. Managing this process without structured stages is like running a portfolio without knowing your asset allocation; you're missing the fundamental organizing principle that makes everything else make sense.
In this insightful webinar, John O'Connell and Tim O'Connell delve into AI-enhanced phishing attacks, discussing how major financial institutions have recently fallen victim to sophisticated attacks. AI is making phishing attacks so convincing that even trained employees can't tell the difference between legitimate and malicious communications.
John O'Connell is speaking at the 2026 FIRMA National Risk Management Training Conference, taking place May 12-15, 2026 in Litchfield Park, Arizona, on how AI is being applied in wealth management to enhance decision-making, operational efficiency, and client engagement.
