Article, News

John O’Connell Published in Advisor Perspectives by VettaFi: Wealth Management Firms & the Rise of Prediction Markets

Discover how prediction markets are becoming a durable feature of the financial...

Why Your Wealth Management CRM Can't Talk to Your Email Marketing Platform (And Why That's Hurting Your Growth) Peaks Perspective

Why Your Wealth Management CRM Can’t Talk to Your Email Marketing Platform (And Why That’s Hurting Your Growth)

CRMs and email marketing platforms exist in parallel universes that don't communicate...

John O'Connell Featured in Financial Planning Magazine: Why diversification matters when it comes to marketing Article, News

John O’Connell Featured in Financial Planning Magazine: Why diversification matters when it comes to marketing

John O'Connell shares valuable insights in this article from Financial Planning Magazine,...

Webinar with Aidentified: Using Data Intelligence to Build Deeper Client Relationships Webinar

Webinar with Aidentified: Using Data Intelligence to Build Deeper Client Relationships

In this webinar replay, John O’Connell, alongside Dan Cavanaugh and Erika...

John O'Connell Featured in Wealth Solutions Report: 2026: The Year Of Serious AI Adoption Article, News

John O’Connell Featured in Wealth Solutions Report: 2026: The Year Of Serious AI Adoption

In this article from Wealth Solutions Report, John O'Connell and other wealthtech...

John O'Connell Featured in Wealth Solutions Report: Modern Trust-Based Communication That Scales As You Grow Article, News

John O’Connell Featured in Wealth Solutions Report: Modern Trust-Based Communication That Scales As You Grow

In this article by Marie Swift published in Wealth Solutions Report, she...

News, Video

John O’Connell Interviewed by Chris Latham: The Evolution of AI in WealthTech

In this video interview with industry reporter Chris Latham, John O'Connell discusses...

Technology Tools for Today Special Offer $200 Dollars off Full T3 Conference Registration Speaking

Special Offers for the 2026 T3 Technology Conference; John O’Connell to Speak at T3’s AI University

Financial advisors in The Oasis Group community have an exclusive opportunity to...

AI Governance by Design: A CTO’s Guide to Building the Future Stack – Webinar with WealthManagement.com Webinar

AI Governance by Design: A CTO’s Guide to Building the Future Stack – Webinar with WealthManagement.com

In this webinar with WealthManagement.com, we unpacked key findings from the recent...