Article, News
John O’Connell Published in Advisor Perspectives by VettaFi: Wealth Management Firms & the Rise of Prediction Markets
Discover how prediction markets are becoming a durable feature of the financial...
Peaks Perspective
Why Your Wealth Management CRM Can’t Talk to Your Email Marketing Platform (And Why That’s Hurting Your Growth)
CRMs and email marketing platforms exist in parallel universes that don't communicate...
Article, News
John O’Connell Featured in Financial Planning Magazine: Why diversification matters when it comes to marketing
John O'Connell shares valuable insights in this article from Financial Planning Magazine,...
Webinar
Webinar with Aidentified: Using Data Intelligence to Build Deeper Client Relationships
In this webinar replay, John O’Connell, alongside Dan Cavanaugh and Erika...
Article, News
John O’Connell Featured in Wealth Solutions Report: 2026: The Year Of Serious AI Adoption
In this article from Wealth Solutions Report, John O'Connell and other wealthtech...
Article, News
John O’Connell Featured in Wealth Solutions Report: Modern Trust-Based Communication That Scales As You Grow
In this article by Marie Swift published in Wealth Solutions Report, she...
News, Video
John O’Connell Interviewed by Chris Latham: The Evolution of AI in WealthTech
In this video interview with industry reporter Chris Latham, John O'Connell discusses...
Speaking
Special Offers for the 2026 T3 Technology Conference; John O’Connell to Speak at T3’s AI University
Financial advisors in The Oasis Group community have an exclusive opportunity to...
Webinar
AI Governance by Design: A CTO’s Guide to Building the Future Stack – Webinar with WealthManagement.com
In this webinar with WealthManagement.com, we unpacked key findings from the recent...