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AI Washing

Vendor AI claims vs. reality, the “Turn It Off” test, related enforcement

John O’Connell Featured in Advisor Perspectives: AI Washing in WealthTech: How to Tell the Real from the Relabeled

John O'Connell was recently published in Advisor Perspectives on the AI-washing problem in WealthTech. Just as greenwashing described managers marketing ESG claims they couldn't back up, AI washing describes vendors relabeling rules-based automation as AI to justify premium pricing, and the market is now flooded with claims of wildly varying credibility. His single most...

August 25, 2026By Uncategorized, , Read more...

John O’Connell Featured in Advisorpedia: The Advisor Shortage Is a Design Problem. Treat It Like One.

John O'Connell was recently featured in Advisorpedia arguing that firms misdiagnose the advisor shortage. 37% of advisors are planning to retire within a decade and demand is outpacing the talent pipeline, yet most firms treat it as an HR problem when it's  an operational design problem. John's prescription is to stop competing for experienced...

July 30, 2026By Article, News, Read more...

John O’Connell Featured in Wealth Management: 20 Questions to Ask in Every WealthTech AI Demo

John O'Connell recently wrote in WealthManagement.com about why firms keep making expensive wealth tech mistakes: every AI tool looks impressive in a controlled demo where the data is clean, the workflow is choreographed, and the edge cases your firm would actually hit never surface, so the real trap is letting the vendor set the...

July 24, 2026By Article, News, , , Read more...

John O’Connell Quoted in Advisor Perspectives: AI Washing and the Advisor Shortage: Why Getting Technology Decisions Right Has Never Mattered More

John O'Connell, CEO of The Oasis Group, wrote this piece for Advisor Perspectives on why AI washing is now more than a marketing nuisance. It's become a real threat to the industry's ability to weather the coming advisor shortage. McKinsey's January 2026 analysis projected that nearly 40% of current financial advisors will retire within...

July 9, 2026By Article, Read more...