The Investipal podcast
The next advisor tech stack.
With John O’Connell
Loads the YouTube player when selected.About this episode
John O’Connell, introduced as founder of The Oasis Group, discusses the evolution of note-taking tools into AI assistants, differences between RIA and bank-trust innovation cycles, and custodians becoming broader technology competitors. He also shares his views on AI regulation, risk and hallucinations, and the firms positioned to gain or lose in the next wave of advisor technology.
Discussion themes
- Note-taking tools evolving into AI-powered assistants.
- RIA and bank-trust innovation cycles.
- Custodians becoming broader technology competitors.
- AI regulation, risk and hallucinations.
- John’s perspective on the next wave of advisor technology.
These notes summarize the original episode description. They are not a transcript.