John O’Connell Featured in Advisorpedia: Key Insights From the 2026 T3 Conference

This article from Advisorpedia highlights the most impactful parts of the 2026 T3 Technology Conference, including John O’Connell’s session at AI University, where he took attendees through practical AI use cases spanning the full advisor workflow — from prospect portfolio evaluation through annual client review — and was candid about where current tools fall short and how to manage their limitations.

The article says that the industry’s response at T3 to caution around AI in wealth management was encouraging: The Oasis Group launched its AI Readiness Index, a structured assessment built around 70 questions covering governance, data quality, compliance readiness, and technology maturity. The tool is weighted more heavily toward governance than technology capability — a deliberate signal that having the right policies and guardrails in place matters more than which tools a firm has deployed. For firms trying to move from curiosity to committed adoption, that kind of structured framework offers a credible starting point.