In this article from Financial Planning Magazine, discussing how AI may be intensifying work for and burning out financial advisors, John O'Connell said that AI tools transition time from administrative tasks to higher-value tasks, such as client engagement.
John O'Connell authored this article for Wealth Management Magazine, discussing how Google Finance now displays prediction market data from Kalshi and Polymarket alongside traditional financial and market information—the first mainstream integration of event-based probabilities.
John O'Connell was featured in this Financial Planning Magazine article covering a panel that John O'Connell moderated at the 2026 T3 Technology Conference, titled "From Prospecting to Annual Review: How Al Is Transforming Wealth Management".
The Oasis Group was featured in this Financial Planning Magazine article featuring announcements from the 2026 T3 Technology Conference that wealth managers should know about. The article shares details on the Oasis AI Readiness Index, with exclusive insights from John O'Connell.
This article from Wealth Solutions Report recaps the 'Driving Growth Through AI-Enabled Operational Excellence' panel from the 2026 T3 Technology Conference, which John O’Connell participated in with Larry Roth of Ascentix Partners and Rashmi Badwe of TIAA Wealth Management.
John O’Connell was featured in TechFinitive's CIO Playbook 2026, discussing what tech leaders really think about enterprise AI adoption. John stresses that solving data quality and governance challenges is essential to scaling AI effectively.
John O'Connell was published in Advisor Perspectives by Vetta Fi where he discusses how wealth management firms often struggle with fragmented technology. CRMs and email marketing platforms—vital tools for advisors and marketers—operate in isolation, trapping valuable behavioral intelligence in separate systems.
John O'Connell was featured in this blog post from RightCapital discussing how to evaluate AI WealthTech, noting that it's easy to be impressed by each tool you evaluate - especially if you haven't yet seen the practical value of AI in real life.
John O’Connell was featured in this article from Wealth Solutions Report, recapping AI University from the 2026 T3 Technology Tools for Today Conference. John's session, titled “From Prospecting to Annual Review: How AI is Transforming Wealth Management”, explored use cases for AI as well as ways to manage common problems.
John O’Connell was featured in this Family Wealth Report article highlighting his recent appearance at AI University at the 2026 T3 Technology Conference, where he reaffirmed the importance of prompt engineering and demonstrated how prompt design can enable advisors to assemble a virtual advisory board.
