News, Podcast
John O’Connell Interviewed on T3 Hot & Happening Podcast 2026: AI, Automation, and the Future of Advice
John O'Connell was interviewed for the 2026 T3 Hot & Happening Podcast,...
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 Published in Kiplinger: Using Google AI Tools Can Give Your Advisory Firm the Edge — If You Do These 5 Things First
John O'Connell authored this article for Kiplinger where he discusses how Google...
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...
Article, News
John O’Connell Quoted in The Daily Upside: AI Investments Zero In on Estate Planning With Wealth.com’s $65M Round
John O'Connell was quoted in this article from The Daily Upside where...
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...
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...