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.
John O'Connell was interviewed on the goRIA Podcast fueled by InvestmentNews LIVE at the 2026 T3 Technology Tools for Today Conference in New Orleans. In this segment, John speaks with host Chuck Failla on how to tell if your RIA is AI ready - highlighting The Oasis Group's new AI Readiness Index.
Learn more about the Oasis AI Readiness Index™ in this news release from The Oasis Group - the industry’s first maturity benchmark built exclusively for fiduciary wealth management firms, trust firms, and family offices.
John O'Connell wrote this article for Wealth Solutions Report discussing how Google Finance just made enterprise-level market research accessible without enterprise pricing. Google Finance’s new AI upgrade marks a major shift in market research accessibility.
John O'Connell is quoted in this article from Financial Planning Magazine discussing the concerns about AI overconcentration in the stock market - and how advisors can prepare if AI truly is a bubble. According to O’Connell, businesses across all sectors are using AI both to drive growth and to cut operating costs, but the full...
John O’Connell was featured in this RIABiz article discussing Schwab's new $5-per-RIA-client trading fees that started on Tuesday, March 3rd, 2026, saying it doesn’t undermine the AUM model, but pushes firms toward clearer differentiation between low-turnover allocation models and higher-touch, higher-activity investment strategies.
John O’Connell was published in Advisorpedia discussing how wealth management firms now face a practical question that extends beyond understanding what Google Finance offers: How do you incorporate free AI research tools into existing workflows without degrading research quality or creating operational chaos?
For the 3rd year, The Oasis Group was named the winner of the Consultancy Award in the WealthTech Consultancy category of the 2026 WealthTech Americas Awards, published by WealthBriefing & Family Wealth Report, which gives prominence solely to companies servicing the family office and wealth management industry.
John O'Connell authored this article in Advisor Perspectives by VettaFi where he discusses the dangers of unregulated use of shadow AI that could already be affecting your firm. The real question is not whether shadow AI exists inside your walls. It is whether you will take control of it before regulators and cybercriminals do.
