John O’Connell Interviewed by RIA Channel: The Oasis Group’s O’Connell On Mapping Artificial Intelligence In Wealth Technology

John O’Connell was interviewed on the RIA Channel at the Schwab IMPACT Conference last fall, sharing how his team evaluates the AI applications available from wealthtech firms and discussing The Oasis Group's regularly updated AI WealthTech Map.

AI WealthTech Map: The Oasis Group’s Peaks Perspective on AI Wealth Technology

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 sales cycle of a wealth manager, identifying and categorizing 80 leading technology firms.

Upcoming Webinar with Softlab360: Leveraging Machine Learning for Client Insights and Competitive Advantage, with John O’Connell & Henry Zelikovsky

In this insightful webinar featuring John O'Connell and Henry Zelikovsky of Softlab360, taking place Thursday, April 24th at 2pm ET, discover how forward-thinking wealth management firms are preparing for machine learning today.

John O’Connell Published in Wealth Solutions Report: Robinhood’s Wealth Management Push Is Redefining Access

John O'Connell authored this article for Wealth Solutions Report, covering Robinhood's strategic expansion into the wealth management space with the launch of Robinhood Strategies and acquisition of TradePMR - which signals a direct challenge to the traditional RIA model.

John O’Connell Published in Advisor Perspectives by VettaFi: Responding to Digital Identity Theft: A Guide for Financial Advisors

The Oasis Group CEO John O’Connell wrote this bylined article that was published in Advisor Perspectives by VettaFi, where he provides a thorough guide of the steps financial advisors should take to respond to digital identity theft.

John O’Connell Featured in Financial Planning Magazine: Why and how wealth firms should own their data

John O'Connell was featured in Financial Planning Magazine in an article about why and how wealth management firms should own their data. The article also highlights a recent webinar that The Oasis Group held with ByAllAccounts, part of Morningstar Wealth.