Webinar with Flyer FT: Beyond the Algorithm: How AI is Transforming Tax Alpha into a Scalable Advantage for RIAs
John O'Connell2025-09-29T21:58:35+00:00
By
John O'Connell
Speaking, Webinar
AI, Future of Fintech, Technology, Wealth Management, WealthTech
Tax-loss harvesting has evolved from a year-end tactic to an always-on, AI-enhanced discipline that top-performing RIAs are using to drive after-tax outcomes, retain high-net-worth clients, and scale operations. John O’Connell of The Oasis Group joins Flyer FT for this informative webinar on Thursday, October 16th at 1pm ET, exploring:
- Why quarterly TLH is obsolete, and what best-in-class firms are doing instead
- How AI flags tax drag, suppresses bad trades, and powers smarter execution
- Real-world workflows to operationalize household-level TLH across custodians
- The infrastructure needed to transform TLH from a one-off strategy to a core growth driver
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