AI WealthTech Map: The Oasis Group’s Peaks Perspective on AI Wealth Technology

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.

The AI Revolution Is Here: Why Most Wealth Management Firms Are Getting Left Behind

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.

Building a Prompting Workflow for Your Practice

As more firms embrace AI tools, the key to success lies in how effectively these tools are implemented. By following a structured prompting workflow, wealth managers can maximize the potential of AI and reduce operational inefficiencies. Below is a step-by-step guide to building a successful prompting workflow for your practice.

AI Chatbots: Transforming Wealth Management Through Innovation

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.

Responding to Digital Identity Theft: A Guide for Financial Advisors

When you discover your identity has been used in a pump and dump scheme on WhatsApp or other platforms, taking swift, decisive action is essential. This guide outlines the specific steps you should take to report the crime, protect your clients, and help authorities bring the perpetrators to justice.

The Limitations of SOC2 Audits in Preventing Cybersecurity Breaches: A Critical Analysis

SOC2 audits have become the de facto standard for demonstrating security compliance in the technology industry. This analysis explores why SOC2 certification, despite its widespread adoption and respected status, may provide a false sense of security and prove inadequate in protecting organizations against modern cyber threats.

Secure Your Digital Life by Using Multiple Email Accounts

In today's fast-paced digital world, where cyber threats are always lurking, safeguarding your personal and professional information is no longer optional – it's essential. One often-overlooked strategy in the realm of cybersecurity is the simple yet effective practice of using multiple email accounts.