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.
John O' Connell was interviewed on The Investipal Podcast discussing the changing landscape of wealthtech, what to watch for in AI regulation, risk, and hallucinations, the winners and losers of the next wave of fintech, and more.
In this article from InvestmentNews about InvestCloud's new suite of artificial intelligence-enabled solutions for wealth managers and advisors, enhanced by Zocks and smartKYC, John O'Connell emphasizes the importance of an AI acceptable use policy.
The Oasis Group's Peaks Research for Wealth Platforms was highlighted and John O’Connell was quoted in this article from PlanAdviser, where he emphasizes that wealth management firms selecting technology platforms should focus on finding tools that match their business model, not just those with the flashiest features.
In this informative webinar recording, John O’Connell of The Oasis Group and Jeff Coyle of Libretto discuss how and why the traditional approach to financial planning is inadequate and why advisors instead need to offer personalized solutions that address diverse generational needs – all within the framework of delivering lifecycle planning and investing.
John O'Connell was interviewed on the T3 Hot & Happening podcast - recorded live at the 2025 T3 Technology Tools for Today Conference - where he discusses the value of the T3 community and how AI is changing the landscape of the wealth management industry.
Watch this webinar replay co-hosted by The Oasis Group and WealthManagement.com. John O'Connell, Shannon Rosic of WealthManagement.com, Perry Rotella of Box, and Adam Palmer of Orion watch as they unpack key findings from the CTO Think Tank at the 2025 Wealth Management Edge Conference.
