Watch this webinar replay with John O’Connell of The Oasis Group and Parker Ence of Jump, sharing how forward-thinking advisors can move beyond simple transcription and AI notes to unlock game-changing insights from client conversations.
Join John O’Connell, Joel Bruckenstein of T3 Technology Tools for Today, Ted Toso of Vi4 Wealth, and Janet Galloway of B&B Strategic Management for this webinar on October 1st at 1pm ET exploring practical strategies for simplifying performance reporting without losing critical detail.
John O’Connell was interviewed by RIA Channel at the 2025 Advyzon Conference, discussing the rapid adoption of AI in the wealth management industry, where he observes an explosion of innovation - particularly in AI copilots, assistants, and document management tools.
Join John O’Connell of The Oasis Group, Amar Ahluwalia of OneVest, and Don McHenry of ByAllAccounts, part of Morningstar Wealth, for this insightful webinar - taking place Thursday, September 25th at 12pm ET - as they examine how 2024's bold predictions about data consolidation have become today's reality – and what it means for your...
In this fast-paced, high-impact keynote, which will be presented at the Financial Planning ADVISE AI 2025 Conference, John O’Connell will demonstrate how wealth managers can harness the power of today’s top generative AI tools to supercharge their practice.
Financial advisors, wealth management execs, and technology and operations leaders looking to enhance workflows and streamline operations to enable sustainable organic growth will enjoy this informative webinar replay featuring John O’Connell of The Oasis Group and Ron Keusch of AllocateRite.
Watch this webinar replay with FINNY, where John O'Connell participated in FINNY's Expert Office Hour series to discuss how financial advisors can leverage existing documents to create new content with AI.
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.
In this informative webinar recording, John O’Connell of The Oasis Group and Jeff Coyle of Libretto discuss how and why the traditional approach to financial planning is inadequate and why advisors instead need to offer personalized solutions that address diverse generational needs – all within the framework of delivering lifecycle planning and investing.
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.
