John O'Connell is interviewed on the Swift Cam at the 2025 Schwab IMPACT Conference. John discusses the session he's leading at the conference, where he's sharing how financial advisors are using AI to shape the future, exploring practical applications of AI for the advisor community, and discussing what’s on the horizon for the broader 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.
In this article from Wealth Solutions Report, John O'Connell provides exclusive insights into The Oasis Group's latest Peaks Research Report, sponsored by AdvisorEngine, analyzing five leading AI-powered prospecting platforms—Aidentified, Catchlight, Finny.ai, TIFIN AG, and WealthFeed.
Read more about The Oasis Group's Peaks Research on AI Prospecting Tools, sponsored by AdvisorEngine and available now for free download, in the news release published in Yahoo! Finance.
Check out John O'Connell's bylined article published in Advisor Perspectives by VettaFi, where he defines BPM, digs into BPMN, highlights integration benefits, provides a foundation for digital process automation, shares how to prepare for the AI-enabled future, discusses how to effectively adopt BPM, and more.
John O’Connell offers a critical perspective on two major launches in the financial planning tech space in RIABiz: RightCapital introducing a data automation tool intended to challenge incumbents eMoney and MoneyGuidePro by streamlining back-office data entry for advisors, and Advyzon debuting its new financial planning module in a saturated, fiercely competitive environment.
John O'Connell is quoted in this article from Financial Planning for his perspective on integrating AI into financial planning. He believes that every advisor should be actively exploring ways to streamline their processes with AI, emphasizing the potential to reduce manual effort and speed up the creation of personalized financial plans.
John O’Connell authored this article in ThinkAdvisor, where he delivers a critical message for the wealth management community: the recent Salesforce data breach, affecting up to one billion records, exposes the growing fragility of data security across the financial services ecosystem.
