The AI Revolution Is Here: Why Most Wealth Management Firms Are Getting Left Behind
What's happening with AI in wealth management isn't just another tech upgrade;...
The Impact of Artificial Intelligence on Wealth Management and the Daily Life of Financial Advisors
This white paper from The Oasis Group examines the current state of...
John O’Connell Published in Wealth Management Magazine: Will AI Replace Financial Advisors? Not Quite – But It Will Replace Their Tasks
John O'Connell was published in Wealth Management Magazine's 2025 Midyear Outlook issue,...
Webinar with AllocateRite: Breaking Through Growth Barriers: How Enhanced Workflows & Integrated Data Systems Drive Sustainable Success
Financial advisors, wealth management execs, and technology and operations leaders looking to...
Webinar with FINNY: Leveraging existing documents to create new content with AI
Watch this webinar replay with FINNY, where John O'Connell participated in FINNY's...
John O’Connell Interviewed on The Investipal Podcast: The Future of Wealth Management Tech: Winners, Losers, and What’s Changing
John O' Connell was interviewed on The Investipal Podcast discussing the changing...
John O’Connell Quoted in InvestmentNews: InvestCloud rolls out new-generation AI solutions with Zocks, smartKYC
In this article from InvestmentNews about InvestCloud's new suite of artificial intelligence-enabled...
Webinar with Libretto: From Risk Tolerance to Real Life: Rethinking Financial Planning for Every Generation, with Jeff Coyle & John O’Connell
In this informative webinar recording, John O’Connell of The Oasis Group and...
John O’Connell Published in Advisorpedia: Claude for Wealth Management: The AI Collaborator Every Advisor Needs
In this bylined article written for Advisorpedia, John O'Connell discusses how Claude...