This white paper from The Oasis Group, sponsored by Jump, examines agentic AI in the wealth management industry and outlines how to prioritize process discipline before deploying AI agents. Discover how to harness the transformative potential of agentic AI while safeguarding fiduciary duty and brand reputation.
Summary: John O'Connell was featured in this article from Financial Planning Magazine highlighting his keynote session from the 2025 ADVISE AI Conference in Las Vegas, in which he showcased popular AI tools in front of the live audience - including demonstrating how AI tools like Perplexity can instantly generate detailed financial plans and reports.
In this article from Wealth Solutions Report, John O'Connell provides exclusive insights into The Oasis Group's latest Peaks Research Report, sponsored by AdvisorEngine, analyzing five leading AI-powered prospecting platforms—Aidentified, Catchlight, Finny.ai, TIFIN AG, and WealthFeed.
The fourth study of our Peaks Research series evaluates the role of AI Prospecting Tools in the wealth management sector – specifically analyzing their impact on RIAs and BDs – and provides an in-depth analysis on the leading five AI Prospecting Tools.
Read more about The Oasis Group's Peaks Research on AI Prospecting Tools, sponsored by AdvisorEngine and available now for free download, in the news release published in Yahoo! Finance.
Check out John O'Connell's bylined article published in Advisor Perspectives by VettaFi, where he defines BPM, digs into BPMN, highlights integration benefits, provides a foundation for digital process automation, shares how to prepare for the AI-enabled future, discusses how to effectively adopt BPM, and more.
In our latest Peaks Perspective article, discover how audio deepfakes endanger wealth management firms, including what exactly is an audio deepfake, why wealth firms are prime targets, how to move from familiarity to verification, and more. Plus, access an in-depth deepfake-resilience checklist that serves as a practical framework to protect clients, staff, and the...
In this fast-paced, high-impact keynote, which will be presented at the Financial Planning ADVISE AI 2025 Conference, John O’Connell will demonstrate how wealth managers can harness the power of today’s top generative AI tools to supercharge their practice.
John O’Connell, Mark Gilbert of Zocks, Stacie Craddock of Integrated Compliance Advisors, and Jason Gross of Colorado’s Division of Securities for this webinar replay on best practices for implementing AI tools while staying compliant.
Tax-loss harvesting has evolved from a year-end tactic to an always-on, AI-enhanced discipline that top-performing RIAs are using to drive after-tax outcomes, retain high-net-worth clients, and scale operations. John O'Connell of The Oasis Group joined Flyer FT for this informative webinar replay watch here.
