In this Swift Chat video interview and podcast, John O’Connell joins Marie Swift to dig into predictions for 2026 when it comes to AI and technology for wealth managers, investment advisors, and financial planners. They cover AI Meeting aids, Agentic AI, Brand Voice Guidelines and custom GPTs, prompt engineering, and more.
John O’Connell was interviewed by Chuck Failla on the goRIA Podcast Fueled by InvestmentNews at the 2025 Schwab IMPACT Conference in Denver, where they discuss the important steps and strategies to take when developing your tech stack when launching a new RIA.
John O' Connell was interviewed on The Investipal Podcast discussing the changing landscape of wealthtech, what to watch for in AI regulation, risk, and hallucinations, the winners and losers of the next wave of fintech, and more.
John O'Connell was interviewed on the T3 Hot & Happening podcast - recorded live at the 2025 T3 Technology Tools for Today Conference - where he discusses the value of the T3 community and how AI is changing the landscape of the wealth management industry.
John O'Connell was interviewed by Chuck Failla on the goRIA Podcast Fueled by InvestmentNews at Envestnet's 2025 Elevate Conference in Las Vegas, discussing whether RIAs should use AI for notetaking.
In this episode of the 'In the Money' Podcast, host Rusty Sommer of Flyer Financial Technologies speaks with John O'Connell and other industry experts from the 2024 MarketCounsel Summit.
In this episode of the Fintech Impact Podcast, host Jason Pereira speaks with John O'Connell about the current trends and challenges in wealthtech, exploring topics such as technology integration, cybersecurity, AI, and more.
In this Swift Chat interview, John O'Connell joins Marie Swift to discuss the importance of advisory firms implementing AI, our new research series called Vantage Point Peaks, and how cybersecurity risks are growing more complex for financial services firms.
In this episode of Trade PMR's Synergize podcast John O'Connell discusses the importance of RIAs strengthening their emotional connections with clients as part of their growth strategies.
In this not-to-be-missed episode, recorded live from Schwab IMPACT, John O’Connell and Tina Powell delve deep into how he’s navigated the tech world and transformed himself from a Programmer to an entrepreneur masterfully leading a company to its first IPO. Hear more about his journey to becoming the CEO and Founder of The Oasis Group,...
