In the November 2025 Wealthtech Roundup from Wealth Solutions Report, two of The Oasis Group's latest educational resources for financial professionals are highlighted: The Oasis Group's research report on AI Prospecting Tools and white paper on agentic AI in wealth management.
John O'Connell was quoted in this InvestmentNews article about RIA Intellectus Partners launching Intellebox.ai as an independent company and AI-driven operating system for advisory firms. The article notes that the launch comes amid growing interest in agentic AI within wealth management and highlights The Oasis Group's white paper on 'Agentic AI in Wealth Management'.
John O'Connell wrote this bylined article in Financial Planning Magazine, sharing how wealth management firms can protect against AI-enhanced audio deepfakes. In today's landscape, every unverified call is now an open channel for an audio deepfake and cybercrime.
John O'Connell authored this article for Financial Advisor, where he discusses Business Process Management, a systematic approach to making an organization's workflows more effective, efficient, and adaptable. In an industry where organic growth has become the primary differentiator, operational excellence directly impacts competitive advantage.
John O'Connell wrote this bylined article published in Advisor Perspectives by VettaFi, sharing how wealth management firms can protect against AI-enhanced audio deepfakes. He discusses hypothetical and real-world scenarios and provides a Deepfake-Resilience Checklist.
John O'Connell was featured in this Fiducary Voices article detailing an Executive Roundtable hosted by Financial Advisor Magazine in New York City. Facilitated by Impact Communications, the series of in-depth conversations with 7 executives from leading fintech and consulting firms explored the evolving realities of the independent advisory and wealth management space.
In this article from The Daily Upside, John O'Connell provides exclusive insights into The Oasis Group's latest Peaks Research Report, analyzing 5 leading AI-powered prospecting platforms. John discusses how AI prospecting tools have sprung up alongside AI notetakers, meeting summarizers, and material generators as popular AI tools in the industry.
This article by ETF Database by VettaFi shares details on AI experts speaking at the 2026 Exchange ETF Conference in Las Vegas. John O'Connell will join Diana Cabrices for a dynamic two-part session aimed to help advisors with AI.
The latest white paper from The Oasis Group, 'Agentic AI in Wealth Management: Why Strong Processes Are the Foundation of Safe Adoption', was featured in this article from ThinkAdvisor. John O'Connell is quoted, discussing how AI agents amplify whatever process they are given, whether good or bad.
Summary: John O'Connell was featured in this article from Financial Planning Magazine highlighting his keynote session from the 2025 ADVISE AI Conference in Las Vegas, in which he showcased popular AI tools in front of the live audience - including demonstrating how AI tools like Perplexity can instantly generate detailed financial plans and reports.
