Webinar
Webinar with AdvisorEngine: AI Prospecting Tools 101: The Advisor’s Guide
John O'Connell joined AdvisorEngine's Ned Dane and Suleman Din for this webinar:...
Webinar
Webinar With Mili: From Meeting Notes to Enterprise Workflows: Building AI Infrastructure That Scales
John O'Connell joined Chirag Gandhi, CEO of Mili, for a practical discussion...
Article, News
The Oasis Group Featured in Wealthtech Roundup from Wealth Solutions Report
In the November 2025 Wealthtech Roundup from Wealth Solutions Report, two of...
Article, News
John O’Connell Featured in InvestmentNews: Dynasty RIA Intellectus Partners spins out agentic AI platform, appoints CEO
John O'Connell was quoted in this InvestmentNews article about RIA Intellectus Partners...
Article, News
John O’Connell Published in Financial Advisor Magazine: Why Wealth Management Firms Should Embrace Business Process Management Today
John O'Connell authored this article for Financial Advisor, where he discusses Business...
Article, News
John O’Connell Featured in The Daily Upside: These Are the Best AI Prospecting Tools for Advisors
In this article from The Daily Upside, John O'Connell provides exclusive insights...
News, Podcast, Video
John O’Connell Interviewed on the goRIA Podcast Fueled by InvestmentNews at Schwab IMPACT 2025
John O’Connell was interviewed by Chuck Failla on the goRIA Podcast Fueled...
Article, News, Speaking
John O’Connell Featured in ETF Database by VettaFi: Exchange Conference Brings in AI Experts
This article by ETF Database by VettaFi shares details on AI experts...
Article, News
John O’Connell Featured in ThinkAdvisor: Avoid This Mistake When Deploying AI Agents
The latest white paper from The Oasis Group, 'Agentic AI in Wealth...