John O’Connell Interviewed on the Swift Cam at the Schwab Impact 2024 Conference
In this Swift Cam video interview from the 2024 Schwab IMPACT Conference, John O’Connell discusses his conference experience, as well as The Oasis Group’s latest resources for wealth management firms: the AI WealthTech Map, a resource for financial advisors and wealth management firms to find leading artificial intelligence solutions and AI-focused firms serving the wealth management industry, and the Vantage Point Peaks for Custodian Platforms, a new research series featuring a comprehensive overview of the RIA and BD custodian market.
