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.
In this article from Wealth Solutions Report, John O'Connell weighs in on how wealthtech and AI have reduced operational costs to a point that allows advisors to generate attractive profits serving mass affluent clients.
John O'Connell will be leading a panel on AI and data, as well as a CTO Think Tank, at the 2025 Wealth Management EDGE conference in Boca Raton, Florida, June 10-12, 2025.
John O'Connell was quoted in this article from WealthManagement.com that discusses the AI notetaking competition in the wealth management industry and highlights The Oasis Group's Peaks Research for AI Note Takers.
The wealth management industry is early in the beginning of its technological transformation driven by artificial intelligence (AI). AI notetakers were the technology advancement of 2024 and AI chatbots are the advancement of 2025. Find out more in this latest Peaks Perspective.
John O'Connell was quoted in this Financial Planning article about why some financial advisors are pushing back against AI adoption in the wealth management industry, noting that being uncomfortable with change does not insulate businesses from the effects of change.
John O'Connell weighs in on the new in-house chatbot from Carson Group and discusses how 2025 will be the year of chatbots, sharing how this bold move will affect Carson's advisors and the industry as a whole.
John O’Connell wrote this bylined article that was published in ThinkAdvisor, where he details six different types of hallucinations within AI note taking apps. He also covers how to spot AI hallucinations, how to confirm that AI is hallucinating, and how to safeguard your firm from hallucinations.
Wealth management firms handle significant amounts of personally identifiable information, and the selection of an AI solution requires careful consideration. This comprehensive analysis compares two leading AI platforms, Microsoft Copilot and ChatGPT, across subscription options, costs, security features, and considerations specific to financial services firms.
The Oasis Group's latest research report on AI Note Takers was featured in Wealth Solutions Report. The study evaluated how six programs – FinMate, GReminders, Jump, Mili, Zeplyn and Zocks – covered a simulated conversation between an advisor and a married couple.
