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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 O'Connell was recently published in WealthManagement.com on what the July 2026 Hugging Face breach means for wealth firms adopting AI at speed. His argument is that an AI agent broke into Hugging Face's infrastructure not through some exotic zero-day, but by systematically trying thousands of inputs until two legitimate, unreviewed features, a data...
John O’Connell was recently featured in Connect Money on meeting workflows as a profitability problem for wealth firms. Drawing on his Oasis Group white paper, sponsored by GReminders, his argument is that firms chasing scale should focus less on expanding advisor reach and more on redesigning the work around client meetings, since fragmented scheduling,...
John O’Connell was recently published in Investing.com on the limits of financial influencers for high earners. His argument is that finfluencers filled a real vacuum, with 79% of millennial and Gen Z consumers turning to social media for financial advice, and the best creators genuinely help with the foundational layer: emergency funds, debt payoff,...
John O'Connell was recently published in PowerAdvice on what Schwab and Robinhood are really building. Schwab is industrializing the personalized client relationship, pushing AI-generated portfolio commentary to the millions of sub-$1M clients who don't qualify for a human relationship manager, while Robinhood is building infrastructure that captures the client either way, through live agentic...
Wealth Solutions Report featured our newest white paper, sponsored by GReminders, on the hidden cost of client meetings. The paper's core argument is that firms treat scheduling, prep, note capture, and follow-up as separate admin jobs when they're really one process that quietly drains advisor and staff capacity. We pointed to Cerulli data showing...
The Oasis Group has published a new white paper, Why Meeting Management Is a Profitability Problem in Wealth Management, sponsored by GReminders, examining how the administrative work around client meetings, scheduling, prep, note capture, and follow-up, has become a measurable drag on advisor capacity and firm profitability. Its central argument is that scalability isn't an...
You signed a contract for an AI feature priced like software has always been priced: one fee, one number, adjusted once a year at renewal. That assumption is now wrong, and the vendor you signed with knows it before you do. Per-seat licensing worked because the marginal cost of one more login stayed close to zero....
