Peaks Research
Peaks Research for AI Prospecting Tools
The fourth study of our Peaks Research series evaluates the role of...
Article, News
The Oasis Group and AdvisorEngine Release Research Report on AI Prospecting Tools
Read more about The Oasis Group's Peaks Research on AI Prospecting Tools,...
Article, News
John O’Connell Published in Advisor Perspectives by VettaFi: Business Process Management: Why Wealth Management Firms Must Embrace It Now
Check out John O'Connell's bylined article published in Advisor Perspectives by VettaFi,...
Webinar
Webinar with Flyer FT: Beyond the Algorithm: How AI is Transforming Tax Alpha into a Scalable Advantage for RIAs
Tax-loss harvesting has evolved from a year-end tactic to an always-on, AI-enhanced...
Article, News
John O’Connell Quoted in RIABiz Articles on Financial Planning Software
John O’Connell offers a critical perspective on two major launches in the...
Article, News
John O’Connell Featured in WealthManagement.com on WealthTech Panel at RIA Edge LA: AI Agents Are Next Wave of Use for RIAs
John O'Connell played a prominent role as the moderator of a wealthtech...
Webinar
Webinar with Vi4 Wealth: Clear, Compelling, Visual: The Future of Client Engagement
Watch this webinar replay with Joel Bruckenstein of T3 Technology Tools for...
Webinar
Webinar with ByAllAccounts and OneVest: From Prediction to Reality: The Data Revolution Reshaping WealthTech in 2025
Watch this webinar replay with John O’Connell of The Oasis Group, Amar...
Article, News
John O’Connell Published in Advisorpedia: The Salesforce Seduction: Why CRM-Centric Process Management Is Inadequate for Wealth Management Firms
In this bylined article for Advisorpedia, John O'Connell examines the fundamental shortcomings...