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.
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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.
John O'Connell will be leading a panel on AI and data, as well as a CTO Think Tank, at the 2025 Wealth Management EDGE conference in Boca Raton, Florida, June 10-12, 2025.
John O’Connell will speak on a panel of technology experts at the 2025 Advyzon Conference on Thursday, February 13th, where they’ll discuss how financial advisors can utilize wealthtech solutions to grow their practice and drive efficiencies.
John O'Connell will speak on a panel of AI experts at the 2024 MarketCounsel Summit, Wednesday December 11th at 11:30am PT, where they'll discuss the transformative potential of AI in accelerating growth, streamlining operations, and creating personalized client experiences.
At the 2024 Wealth Management EDGE Conference in Hollywood, Florida, John O'Connell led a cybersecurity panel and also hosted a CTO Think Tank.
John O'Connell's session at the 2024 The Blue Vault Bowman Alts Summit discussed the rise of alternative investments among younger investors and main street millionaires. He also explored the findings in Blue Vault’s newly released Alts & Tech white paper and revealed the revolutionary solutions available to wealth advisors today for researching, processing, managing, and...
John O'Connell's session at the inaugural Advyzon 2024 conference provided a basic overview of artificial intelligence beyond Chat-GPT empowering attendees to gain an comprehensive understanding of artificial intelligence and the types of AI.
For two decades, T3 has been the go-to destination for financial services professionals, financial planners, and investment advisors across the country. This year, John O'Connell, CEO of The Oasis Group, was honored to celebrate T3's 20th anniversary on the main stage with T3 President, Joel Bruckenstein. In case you missed it, John's talk took a deep...
