The Oasis Group Releases Research Report Analyzing Wealth Platforms
Read more about The Oasis Group's Peaks Research for Wealth Platforms, available to purchase now, in the news release published in Yahoo! Finance.
Peaks Research for Wealth Platforms
The third study of our Peaks Research series evaluates 10 of the top wealth platforms serving the wealth management community, highlighting their ideal customer personas, strengths, opportunities to improve their offering, and relative market positions.
John O’Connell Published in Barron’s: Why Wealth Management Firms Need an AI Acceptable Use Policy
John O'Connell penned this article for Barron's Advisor on 'Why Wealth Management Firms Need an AI Acceptable Use Policy', covering what an AI acceptable use policy is and what it should entail, defining prohibited activities, discussing responsible innovation, and more.
John O’Connell Interviewed by Chris Latham: Using AI for Workflows in Advisor Practices
In this video interview with industry reporter, Chris Latham, John O'Connell discusses the various levels of AI adoption in the financial industry, how advisors can use AI for workflows within their practice, and more.
John O’Connell Quoted in MarketWatch: That money request could be an AI deepfake stealing from your account – here’s how to protect yourself
In this article from MarketWatch, John O'Connell provides examples of AI deepfake technology being implemented to scam those in the financial sector. He goes on to give steps that advisors and investors can take to educate and protect themselves from the AI deepfake threat.
Webinar with Financial Experts Network: AI Note-Taking Tools for Financial Advisors: Insights from The Oasis Group’s 2025 Report
Watch this webinar replay led by John O'Connell, as he presents key findings from The Oasis Group's Peaks Research on AI Note Takers. They explore the capabilities of leading AI note-taking applications and their integration into advisory practices.
Building a Prompting Workflow for Your Practice
As more firms embrace AI tools, the key to success lies in how effectively these tools are implemented. By following a structured prompting workflow, wealth managers can maximize the potential of AI and reduce operational inefficiencies. Below is a step-by-step guide to building a successful prompting workflow for your practice.
John O’Connell Published in Advisor Perspectives by VettaFi: AI Chatbots: Transforming Wealth Management Through Innovation
John O'Connell wrote this bylined article for Advisor Perspectives by VettaFi, where he discusses the unique opportunity for large wealth management firms to enhance their services and strengthen client relationships with AI chatbots.
Webinar with Practifi: AI in Wealth Management: Balancing Innovation, Efficiency, and Risk
John O'Connell participated in a webinar with Practifi discussing AI in Wealth Management. Watch the webinar replay to learn how to harness AI for efficiency while protecting your firm and your clients.
Webinar with AllocateRite and Morningstar: The Benefits, Risks, and Challenges of Tax Loss Harvesting in Volatile Markets, with John O’Connell, Ron Keusch & Sheryl Rowling
Watch this webinar replay with John O'Connell of The Oasis Group, Ron Keusch of AllocateRite, and Sheryl Rowling of Morningstar, and learn the ins and outs of tax loss harvesting – especially during times of market volatility.