In this webinar with WealthManagement.com, we unpack key findings from the recent CTO Think Tank at RIA Edge LA 2025, where top technology executives explored how to operationalize AI responsibly across architecture, governance, and culture. The discussion will reveal how CTOs are transforming innovation into a repeatable, compliant discipline that drives efficiency, and transparency.
John O'Connell joined AdvisorEngine's Ned Dane and Suleman Din for this webinar: ‘AI Prospecting Tools 101: The Advisor’s Guide’. The webinar provided an overview of The Oasis Group's Peaks Research for AI Prospecting Tools and highlight key findings, offering advisors valuable insights into how AI prospecting tools perform in real settings.
John O'Connell joined Chirag Gandhi, CEO of Mili, for a practical discussion on how wealth management enterprises are moving beyond AI pilots to build scalable, connected infrastructure that delivers measurable impact. Watch the webinar replay here.
John O’Connell, Mark Gilbert of Zocks, Stacie Craddock of Integrated Compliance Advisors, and Jason Gross of Colorado’s Division of Securities for this webinar replay on best practices for implementing AI tools while staying compliant.
Tax-loss harvesting has evolved from a year-end tactic to an always-on, AI-enhanced discipline that top-performing RIAs are using to drive after-tax outcomes, retain high-net-worth clients, and scale operations. John O'Connell of The Oasis Group joined Flyer FT for this informative webinar replay watch here.
Watch this webinar replay with Joel Bruckenstein of T3 Technology Tools for Today, Ted Toso of Vi4 Wealth, and Janet Galloway of B&B Strategic Management where they explored practical strategies for simplifying performance reporting without losing critical detail.
Watch this webinar replay with 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...
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.
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.
