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Join John O'Connell of The Oasis Group and Conor Curtis of Practifi for this insightful webinar, taking place Wednesday, February 18th at 4pm ET, as they unpack and explain why enterprise data models and well-designed workflows are now the real competitive edge for modern advisory firms.
In this webinar replay, John O’Connell, alongside Dan Cavanaugh and Erika Maynard of Aidentified, have a practical discussion on how data intelligence is transforming the advisor-client relationship. You’ll leave with actionable frameworks for turning data into stronger relationships and better client outcomes.
For most of the past two decades, prediction markets were treated as academic toys. Now, regulated prediction markets are emerging as a credible new financial category. This shift deserves serious attention from the wealth management community.
In this article from Wealth Solutions Report, John O'Connell and other wealthtech experts share their expectations on AI in the wealth management industry in 2026. John shares how he thinks that the wealth management industry stands at an inflection point.
John O'Connell authored this article for Advisor Perspectives by VettaFi, covering how smaller firms can achieve meaningful, defensible data lineage using tools they already own — if they understand what lineage actually means in practice.
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.
Join industry leaders John O'Connell of The Oasis Group and Larry Shumbres of Archive Intel for this engaging webinar, taking place February 4th at 1pm ET, discussing how AI is fundamentally reshaping compliance operations in wealth management.
In this article published in Family Wealth Report, John O'Connell provides insights on AI in wealth management in 2026. John also shares details on his presentation and live demonstration for AI University at the upcoming 2026 T3 Technology Conference.
