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Access our latest AI WealthTech Map to see the top artificial intelligence solutions for the wealth management industry!

John O’Connell Featured in Wealth Solutions Report: 2026: The Year Of Serious AI Adoption

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 Published in Advisor Perspectives by VettaFi: How Smaller Firms Can Achieve Data Lineage with Simple Agents

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.

Swift Chat Interview with John O’Connell: Agentic AI, GenAI, WealthTech Knowledge, T3, and more

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 Featured in Family Wealth Report: AI 2026: Increased Adoption, New Use Cases, Regulatory Concerns And New FPA Initiative

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.

The CTO’s Impossible Choice: Govern Shadow AI or Watch Your Firm’s Data Walk Out the Door

While your compliance team debates whether to allow the latest LLMs, most of your advisors are already using it on their personal phones. They are entering client data, portfolio ideas, and internal research into systems your firm has never reviewed. How will you take control of it before regulators and cybercriminals do?

John O’Connell Featured in Wealth Solutions Report: Modern Trust-Based Communication That Scales As You Grow

In this article by Marie Swift published in Wealth Solutions Report, she discusses brand voice standards in the age of AI and reflects on insights gleaned during a recent conversation with John O’Connell, discussing how The Oasis Group approaches brand voice using modern tools including Claude Enterprise.

John O’Connell Published in WealthManagement.com: Prediction Markets Find Their Regulatory Footing, But the Boundaries Remain Clear

John O'Connell authored this piece for WealthManagement.com, discussing how prediction markets have moved from academic curiosities to regulated financial venues - but the regulatory environment that governs them is still evolving.