AI Archives | Page 2 of 18 | The Oasis Group

General AI adoption, strategy, and use in wealth management

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 John O'ConnellArticle, NewsAI, AI Washing, Compliance, WealthTechRead more...

John O’Connell Featured in Kiplinger: How Businesses (and Advisers) Can Budget for AI Use When the Bill Keeps Changing

John O'Connell was recently featured in Kiplinger writing about how businesses and advisory firms should budget for AI. The problem isn't whether to spend, that decision is made, it's that firms treat AI like standard software when it's actually a variable cost that tracks consumption rather than headcount, so two advisers on the same...

July 24, 2026By John O'ConnellArticle, NewsAI, Practice ManagementRead more...

What You Are Actually Paying For When You Buy AI

You signed a contract for an AI tool. The bill arrives measured in something called tokens, or credits, or messages. Last month it cost one number. This month it costs twice that. Nobody on your leadership team can tell you why. You do not need to understand the engineering to fix this. You need to understand...

July 20, 2026By John O'ConnellArticle, Peaks PerspectiveAI, Practice ManagementRead more...

John O’Connell Featured in Rethinking65:Expanding AI Usage? Start in the Back Office

John O'Connell wrote this piece for Rethinking65 on why advisors expanding their AI use should start in the back office, not with clients. According to J.D. Power's 2025 U.S. Financial Advisor Satisfaction Study, 35% of advisors identified AI as the top technology their firms should invest in, and satisfaction scores were measurably higher among...

July 9, 2026By John O'ConnellArticleAI, Compliance, Practice ManagementRead more...

Stop Using Claude as a Search Engine. Here Is What It Can Actually Do for Your Firm.

The trust industry has been largely absent from the AI governance conversation, treated as an afterthought in frameworks designed for RIAs and broker-dealers. That absence is dangerous.

July 6, 2026By John O'ConnellPeaks PerspectiveAIRead more...

Agentic AI Is Not a Chatbot. Here Is What It Actually Means for Your Firm.

The trust industry has been largely absent from the AI governance conversation, treated as an afterthought in frameworks designed for RIAs and broker-dealers. That absence is dangerous.

June 15, 2026By John O'ConnellPeaks PerspectiveAgentic AI, AI, Practice ManagementRead more...

Your Regulator Isn’t the SEC. Your Risk Is Bigger Than You Think.

The trust industry has been largely absent from the AI governance conversation, treated as an afterthought in frameworks designed for RIAs and broker-dealers. That absence is dangerous.

June 1, 2026By John O'ConnellPeaks PerspectiveAIRead more...

John O’Connell Quoted in The Daily Upside: Wealthtech Innovation Is Becoming Advisors’ Biggest Frustration

Independent advisors often have to build capabilities themselves through technology. John O'Connell was quoted in this article from The Daily Upside on how WealthTech innovation is increasingly becoming a pain point for financial advisors.

May 28, 2026By John O'ConnellArticle, NewsAI, Practice Management, WealthTechRead more...

John O’Connell Quoted in Family Wealth Report: Software Shakeup: New AI Category Disrupting Notetakers, CRM

John O'Connell was quoted in this article from Family Wealth Report, examining how many AI notetakers are turning into "agentic operating systems" and becoming the client relationship management of many businesses in the wealth management sector.

May 22, 2026By John O'ConnellArticle, NewsAI, Practice Management, WealthTechRead more...

The Talent Crisis vs. The Millionaire Boom: How AI Will Decide Which Wealth Firms Survive

The wealth management industry is headed for a collision between unprecedented demand and a shrinking supply of advisors. This is not a looming crisis. It is the present reality, and artificial intelligence has emerged as the decisive technology that will separate industry winners from those that hemorrhage market share.

May 18, 2026By John O'ConnellPeaks PerspectiveAI, Practice ManagementRead more...

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AI

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

John O’Connell Featured in Kiplinger: How Businesses (and Advisers) Can Budget for AI Use When the Bill Keeps Changing

What You Are Actually Paying For When You Buy AI

John O’Connell Featured in Rethinking65:Expanding AI Usage? Start in the Back Office

Stop Using Claude as a Search Engine. Here Is What It Can Actually Do for Your Firm.

Agentic AI Is Not a Chatbot. Here Is What It Actually Means for Your Firm.

Your Regulator Isn’t the SEC. Your Risk Is Bigger Than You Think.

John O’Connell Quoted in The Daily Upside: Wealthtech Innovation Is Becoming Advisors’ Biggest Frustration

John O’Connell Quoted in Family Wealth Report: Software Shakeup: New AI Category Disrupting Notetakers, CRM

The Talent Crisis vs. The Millionaire Boom: How AI Will Decide Which Wealth Firms Survive

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