In this video interview with industry reporter, Chris Latham, John O'Connell discusses the various levels of AI adoption in the financial industry, how advisors can use AI for workflows within their practice, and more.
In this article from MarketWatch, John O'Connell provides examples of AI deepfake technology being implemented to scam those in the financial sector. He goes on to give steps that advisors and investors can take to educate and protect themselves from the AI deepfake threat.
John O'Connell wrote this bylined article for Advisor Perspectives by VettaFi, where he discusses the unique opportunity for large wealth management firms to enhance their services and strengthen client relationships with AI chatbots.
John O'Connell discusses how wealth managers can use prompt engineering to get more from AI in this bylined article in Advisorpedia, outlining what prompt engineering is, why it matters in wealth management, the main prompt types, and how to use them to get better results.
In this Swift Cam video interview from the 2025 Wealth Management EDGE Conference, John O'Connell discusses some insights he shared in his panel discussion about unlocking the full potential of AI and highlights the CTO Think Tank he led at the conference.
In this article from Wealth Solutions Report, John O'Connell weighs in on how wealthtech and AI have reduced operational costs to a point that allows advisors to generate attractive profits serving mass affluent clients.
In the 2025 WealthManagement.com Industry Awards, often referred to as the Wealthies, John O'Connell was named a finalist for Professional Services Firms CEO of the Year, and The Oasis Group was named a finalist for Industry Research Providers
John O'Connell was quoted in this article from WealthManagement.com that discusses the AI notetaking competition in the wealth management industry and highlights The Oasis Group's Peaks Research for AI Note Takers.
John O'Connell wrote this bylined article for Advisor Perspectives by VettaFi, where he discusses the application of AI, specifically Claude, to generate a Monte Carlo retirement simulation. He details how he used Claude to create a retirement simulation for a hypothetical couple.
John O'Connell was quoted in this Financial Planning article about why some financial advisors are pushing back against AI adoption in the wealth management industry, noting that being uncomfortable with change does not insulate businesses from the effects of change.
