Learn more about the Oasis AI Readiness Index™ in this news release from The Oasis Group - the industry’s first maturity benchmark built exclusively for fiduciary wealth management firms, trust firms, and family offices.
The Oasis AI Readiness Index™ is the industry’s first maturity benchmark built exclusively for fiduciary wealth management firms, trust firms, and family offices, utilizing a two-axis maturity model that measures both governance control and technology sophistication across 70 diagnostic questions.
John O'Connell wrote this article for Wealth Solutions Report discussing how Google Finance just made enterprise-level market research accessible without enterprise pricing. Google Finance’s new AI upgrade marks a major shift in market research accessibility.
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 7 categories, identifying and categorizing 101 leading technology firms.
Traditional research workflow involves multiple database queries, manual data aggregation, and spreadsheet compilation before answering complex investment questions. Google Finance's Deep Search changes this by allowing portfolio managers to ask multi-factor questions in plain English and receive structured answers synthesizing information from multiple sources.
John O'Connell is quoted in this article from Financial Planning Magazine discussing the concerns about AI overconcentration in the stock market - and how advisors can prepare if AI truly is a bubble. According to O’Connell, businesses across all sectors are using AI both to drive growth and to cut operating costs, but the full...
John O’Connell was featured in this RIABiz article discussing Schwab's new $5-per-RIA-client trading fees that started on Tuesday, March 3rd, 2026, saying it doesn’t undermine the AUM model, but pushes firms toward clearer differentiation between low-turnover allocation models and higher-touch, higher-activity investment strategies.
John O’Connell was published in Advisorpedia discussing how wealth management firms now face a practical question that extends beyond understanding what Google Finance offers: How do you incorporate free AI research tools into existing workflows without degrading research quality or creating operational chaos?
John O'Connell authored this article in Advisor Perspectives by VettaFi where he discusses the dangers of unregulated use of shadow AI that could already be affecting your firm. The real question is not whether shadow AI exists inside your walls. It is whether you will take control of it before regulators and cybercriminals do.
John O'Connell of The Oasis Group and Conor Curtis of Practifi unpack and explain why enterprise data models and well-designed workflows are now the real competitive edge for modern advisory firms in this insightful webinar.
