Podcast
John O’Connell Featured on the T3 Hot & Happening Podcast: Innovation, Insight, and the Future of Fintech for Financial Advisors
John O'Connell was interviewed on the T3 Hot & Happening podcast -...
Webinar
CTO Insights Unlocked: Tech Strategies Reshaping Wealth Management – Webinar with WealthManagement.com
Watch this webinar replay co-hosted by The Oasis Group and WealthManagement.com. John...
Article, News
John O’Connell Published in Advisor Perspectives by VettaFi: Building a Prompting Workflow for Your Practice
As more firms embrace AI tools, the key to success lies in...
White Paper
Technology Leadership in Wealth Management – CTO Think Tank White Paper on WealthManagement.com
Access an insightful white paper for wealth management firms, CTOs, and technology...
Article, News
John O’Connell Published in Barron’s: Why Wealth Management Firms Need an AI Acceptable Use Policy
John O'Connell penned this article for Barron's Advisor on 'Why Wealth Management...
News, Video
John O’Connell Interviewed by Chris Latham: Using AI for Workflows in Advisor Practices
In this video interview with industry reporter, Chris Latham, John O'Connell discusses...
Article, News
John O’Connell Quoted in MarketWatch: That money request could be an AI deepfake stealing from your account – here’s how to protect yourself
In this article from MarketWatch, John O'Connell provides examples of AI deepfake...
Webinar
Webinar with Financial Experts Network: AI Note-Taking Tools for Financial Advisors: Insights from The Oasis Group’s 2025 Report
Watch this webinar replay led by John O'Connell, as he presents key...
Peaks Perspective
Building a Prompting Workflow for Your Practice
As more firms embrace AI tools, the key to success lies in...