Article, News
John O’Connell Quoted in Advisor Perspectives by VettaFi: The Productivity Paradox: Why AI Is Making Advisors Busier
John O'Connell was quoted in this Advisor Perspectives by VettaFi article on...
Peaks Perspective
From AI Assistants to AI Employees: How Agentic Workforces Are Reshaping Wealth Management Operations
In this Peaks Perspective article, Nathaniel Hettrick of The Oasis Group discusses...
Article, News
John O’Connell Profiled in Authority Magazine: How Artificial Intelligence Can Solve Business Problems
In today’s tech-driven world, artificial intelligence has become a key enabler of...
Article, News
John O’Connell Featured in Wealth Solutions Report: AI Washing: What It Is And How Advisors Can Spot It
John O'Connell was featured in this article from Wealth Solutions Report where...
Article, News
John O’Connell Published in Advisorpedia: FINRA Doesn’t Need the SEC’s Permission. Neither Does Your Next Examination.
John O'Connell authored this article for Advisorpedia, where he discusses the AI...
News, Video
John O’Connell Interviewed by Wealth Management at 2026 T3 Conference: From AI Curiosity to Implementation: How Firms Should Evolve Their Strategy
John O’Connell shares why wealth management is entering a new phase of...
Article, News
John O’Connell Published in Advisor Perspectives by Vetta Fi: Why You Can’t Segment Your Prospects (And Why That Means You’re Treating Everyone the Same)
John O'Connell authored this article for Advisor Perspectives by Vetta Fi where...
Peaks Perspective
The Rise of AUM Fees And Why the Next Market Correction Puts the Model at Risk
The percentage-of-assets fee is so embedded in advisory economics that most firms...
Webinar
Webinar with Subatomic: AI Agents Without the Fear: How RIAs Can Grow Without Growing Headcount
Join John O’Connell of The Oasis Group and Sam Sova and Karl...