John O’Connell was interviewed on the T3 Social Cam at the 2026 T3 Technology Conference, where he talked about the value of T3’s inaugural AI University, including his session where he demonstrated how wealth managers can leverage today’s leading AI tools to enhance every step of their business process.
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.
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...
