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 86 leading technology firms.
John O'Connell was featured in this Connect360° newsletter from Advisor360° discussing how artificial intelligence is transforming wealth management, offering advisors new ways to serve clients, streamline operations, and stay competitive.
Watch this webinar replay with John O’Connell of The Oasis Group and Parker Ence of Jump, sharing how forward-thinking advisors can move beyond simple transcription and AI notes to unlock game-changing insights from client conversations.
John O’Connell was interviewed by RIA Channel at the 2025 Advyzon Conference, discussing the rapid adoption of AI in the wealth management industry, where he observes an explosion of innovation - particularly in AI copilots, assistants, and document management tools.
The Oasis Group was featured in Wealth Management Magazine's 'Best of the Best in 2025' issue highlighting WealthManagement.com's Industry Awards Finalists. The Oasis Group was recognized in the Industry Research Providers category, and John O'Connell was recognized as a top CEO for Professional Services Firms serving the industry.
John O'Connell was quoted in this article from RIABiz discussing how various wealth platforms are performing in their scramble to win the business of Morningstar Office users, in light of Morningstar's announcement that it will sunset Office in 2026 and steer clients toward Black Diamond.
What's happening with AI in wealth management isn't just another tech upgrade; it's a fundamental reshaping of how successful advisory firms operate. Learn how successful firms are leveraging AI in this Peaks Perspective article that covers what John O'Connell is seeing in his work in the field.
This white paper from The Oasis Group examines the current state of AI adoption in the wealth management industry, addresses the legitimate concerns advisors have about job displacement, and provides a roadmap for firms looking to harness AI's power while maintaining the human touch that clients value most.
John O'Connell was published in Wealth Management Magazine's 2025 Midyear Outlook issue, produced by WealthManagement.com, where he covers the current state of AI in the wealth management industry, what AI can and can't replace, and how AI can increase efficiency to meet demand.
Financial advisors, wealth management execs, and technology and operations leaders looking to enhance workflows and streamline operations to enable sustainable organic growth will enjoy this informative webinar replay featuring John O’Connell of The Oasis Group and Ron Keusch of AllocateRite.
