The latest edition of our AI WealthTech Map is out now! The #AI #WealthTech Map follows the sales cycle of a wealth manager, identifying and categorizing 83 leading #fintech firms and #AI solutions serving the #wealthmanagement industry. Access here: theoasisgrp.com/vantage-point/…

John O'Connell discusses how wealth managers can use prompt engineering to get more from #AI in Advisorpedia, outlining what prompt engineering is, why it matters in wealth management, the main prompt types, and how to use them to get better results: advisorpedia.com/future-of-advi…

As more firms embrace #AI tools, the key to success lies in how effectively these tools are implemented. Our June Peaks Perspective article provides a step-by-step guide to building a successful prompting workflow for your practice. Read here: theoasisgrp.com/vantage-point/…

John O'Connell wrote this bylined article for Advisor Perspectives by VettaFi, discussing the unique opportunity for large #wealthmanagement firms to enhance their services and strengthen client relationships with #AI chatbots. Read here: advisorperspectives.com/articles/2025/…

In this MarketWatch article, John O'Connell provides examples of #AI deepfake technology being implemented to scam those in the financial sector and gives steps that #financialadvisors and #investors can take to educate and protect themselves. Read more: marketwatch.com/story/is-that-…

John O’Connell, CEO & Founder of The Oasis Group, discusses using AI for workflows in wealth management. theoasisgrp.com

John O'Connell wrote this article for Barron's Advisor, discussing 'Why #WealthManagement Firms Need an AI Acceptable Use Policy', what an #AI acceptable use policy should entail, prohibited activities, responsible innovation & more. Read in Barron's: barrons.com/advisor/articl…

In this interview with Chris Latham, John O'Connell discusses the various levels of #AI adoption in the #wealthmanagement industry, delving into how #financialadvisors can use AI for workflows within their practice and #promptengineering to get more from AI: theoasisgrp.com/speaking/john-…

We're excited to release the 3rd report in our Peaks Research series- this time on Wealth Platforms! The study evaluates the role of #wealthtech platforms in how #wealthmanagement firms serve clients & examines 10 top platforms. Read more in Yahoo Finance: finance.yahoo.com/news/oasis-gro…

The Oasis Group's Peaks for Wealth Platforms examines 10 top #wealthtech platforms serving the wealth management industry, highlighting their ideal customer personas, strengths, opportunities to improve their offering & relative market positions. Access: theoasisgrp.com/peaks-research…

Join John O'Connell & Jeff Coyle of Libretto for this webinar discussing how and why the traditional approach to #financialplanning is inadequate & why #financialadvisors instead need to offer personalized solutions that address diverse generational needs: register.gotowebinar.com/register/80062…

Join us for this WealthManagement.com webinar w/ John O'Connell, Shannon Rosic, Perry Rotella Box & Adam Palmer Orion WealthTech unpacking the key findings from the CTO Think Tank at Wealth Management EDGE and exploring how leaders are navigating #fintech the landscape: wealthmanagement.com/financial-tech…

Congrats to Advisor360° for their performance in our Wealth Platforms Research! In their news release in Yahoo Finance, they detail what allowed them to achieve the "Summiteer" designation, reserved for the highest-performing #wealthtech platforms: finance.yahoo.com/news/advisor36…

Join John O’Connell & Libretto's Jeff Coyle for this webinar discussing how & why the traditional approach to #financialplanning is inadequate and why #financialadvisors instead need to offer personalized solutions that address diverse generational needs: register.gotowebinar.com/register/80062…

Register for our upcoming webinar with FINNY AI, taking place August 8 at 12pm ET, where John O'Connell will participate in FINNY's Expert Office Hour series to discuss how #financialadvisors can leverage existing documents to create new content with #AI: us06web.zoom.us/meeting/regist…

Register for this upcoming webinar co-hosted by The Oasis Group & WealthManagement.com, ‘CTO Insights Unlocked: Tech Strategies Reshaping Wealth Management’ - taking place this Thursday, with insights from the recent CTO Think Tank at Wealth Management EDGE: wealthmanagement.com/financial-tech…

This upcoming webinar featuring John O'Connell and AllocateRite's Ron Keusch will explore how leading advisory firms are breaking through growth barriers by implementing streamlined workflows and integrated data systems. Learn more & register: register.gotowebinar.com/register/92204…

John O'Connell was profiled by Authority Magazine, participating in a ‘5 Things’ interview where he shared his perspective on what it takes to become a true thought leader in your industry. Read here: medium.com/authority-maga… #thoughtleadership #thoughtleader #contentcreation

Wealth management professionals looking to grow, add to their value proposition, and move up-market should not miss our webinar tomorrow with Jeffery Coyle and Libretto that will change how you think about the current state of financial planning: register.gotowebinar.com/register/80062…

The latest edition of our #AI #WealthTech Map is out now! A helpful resource that #financialadvisors can use to find AI-focused firms serving the #financialservices industry. Help us welcome the newcomer to the July map: Ainstein AI Click here to access: theoasisgrp.com/vantage-point/…