White Paper
Agentic AI in Wealth Management: Why Strong Processes Are the Foundation of Safe Adoption
This white paper from The Oasis Group, sponsored by Jump, examines agentic...
Article, News, Speaking
John O’Connell Spoke at Financial Planning ADVISE AI 2025 Conference: AI can whip up a financial plan in seconds. But can advisors trust it?
Summary: John O'Connell was featured in this article from Financial Planning Magazine...
Article, News
John O’Connell Featured in Wealth Solutions Report: Oasis Group And AdvisorEngine Release Research On AI Prospecting Tools
In this article from Wealth Solutions Report, John O'Connell provides exclusive insights...
Peaks Research
Peaks Research for AI Prospecting Tools
The fourth study of our Peaks Research series evaluates the role of...
Article, News
The Oasis Group and AdvisorEngine Release Research Report on AI Prospecting Tools
Read more about The Oasis Group's Peaks Research on AI Prospecting Tools,...
Article, News
John O’Connell Published in Advisor Perspectives by VettaFi: Business Process Management: Why Wealth Management Firms Must Embrace It Now
Check out John O'Connell's bylined article published in Advisor Perspectives by VettaFi,...
Speaking
John O’Connell Speaking at Financial Planning ADVISE AI 2025 Conference: AI in Action: Transforming Wealth Management
In this fast-paced, high-impact keynote, which will be presented at the Financial...
Webinar
Webinar with Zocks: AI Without the Risk: Compliance Best Practices for Financial Professionals
John O’Connell, Mark Gilbert of Zocks, Stacie Craddock of Integrated Compliance Advisors,...
Article, News
John O’Connell Quoted in RIABiz Articles on Financial Planning Software
John O’Connell offers a critical perspective on two major launches in the...