John O'Connell participated in a webinar on September 24th with Morningstar Wealth and ByAllAccounts, discussing wealthtech trends shaping the future of advisory services.
John O'Connell was quoted in Financial Planning Magazine, joining a group of experts in a discussion on the changing landscape for financial advisors in relation to AI and how AI is changing advisors' jobs.
John O'Connell joins a roundtable discussion for Financial Planning Magazine where he weighs in on how advisors can determine which provider offers the best data protection when everyone has the same SOC 2 report.
The Oasis Group was named a ThinkAdvisor 2024 Luminaries Awards Finalist in two categories: Industry Disruption and Thought Leadership / Education.
John O'Connell participated in a roundtable with other wealthtech leaders at the Financial Planning offices in New York City, discussing how advisors should be cautious and tread carefully before adopting advisor AI applications.
In this article from Financial Planning Magazine, CEO John O’Connell discusses how firms like Morningstar teach AI what not to say, noting that training the AI what to say is just as important as telling it what not to say.
The Oasis Group's Peaks Research series provides in-depth reports and competitive analysis on a range of wealthtech service providers. The first study of our research series focuses on the custodian market for wealth management firms.
CEO John O’Connell wrote this bylined article that was published in FinTecBuzz, where he discusses how artificial intelligence is revolutionizing the wealth management industry.
John O'Connell was featured in Salesforce's AI Playbook, discussing the wealth management industry's embrace of AI and how it offers unprecedented opportunities for efficiency, firm growth plans, and client service.
CEO John O'Connell was featured in this article from Financial Planning Magazine, shedding light on the abundant tech budget waste among advisory firms and how many firms may need to go on a tech-stack diet.
