The Future of Wealth Management Tech: Winners, Losers, and What's Changing

John O’Connell is the founder of The Oasis Group, a leading consultancy helping RIAs, IBDs, and asset managers build the tech stack of the future.

With over 30 years of experience at firms like Merrill Lynch, KPMG, and Oracle, John brings a rare blend of sales, tech, and executive insight to the wealth management space. At Oasis, he now advises firms on tool selection, AI strategy, and how to scale with modern infrastructure.

In this episode, we talk about:

• Why “note-takers” are evolving into full AI-powered assistants
• The difference between RIA and bank trust innovation cycles
• How custodians are becoming full-stack competitors
• What to watch for in AI regulation, risk, and hallucinations
• The winners and losers of the next wave of advisor tech

Please enjoy our conversation with John O’Connell.