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John O'Connell was featured in this article from Wealth Solutions Report where he discusses AI washing and how it affects the wealthtech industry. John states that many products look like AI and are packaged as AI, but depend more on effective marketing rather than actual value.
John O'Connell authored this article for Advisorpedia, where he discusses the AI governance gap in the wealth management industry and how broker-dealers should govern their AI use given the lack of AI-specific rules from the SEC.
John O'Connell was quoted in this article from The Daily Upside where he weighs in on Wealth.com's funding round and estate planning tools in fintech, noting how it has become one of the fastest-growing tech categories in the financial planning industry.
John O’Connell shares why wealth management is entering a new phase of AI adoption, moving from experimentation to full-scale implementation, in this WMTV video interview with Wealth Management at the 2026 T3 Technology Tools for Today Conference.
John O'Connell authored this article for Advisor Perspectives by Vetta Fi where he highlights the many aspects of segmentation and how using an outdated CRM can have your firm leaving money on the table. John covers what modern segmentation actually looks like and segmentation capabilities many advisors are missing.
The percentage-of-assets fee is so embedded in advisory economics that most firms treat it as a fixed constant rather than a business decision. But the AUM model is neither as old nor as inevitable as it feels. Understand where it came from and why it may fail you in this Peaks Perspective article.
Google's AI-powered Finance platform represents more than a free alternative to expensive terminals — it signals a fundamental shift in how big tech companies view the financial data market. John O'Connell authored this article for Kiplinger where he discusses how financial advisors will benefit amid the competitive battle.
Join John O’Connell of The Oasis Group and Sam Sova and Karl Simon, Co-Founders of Subatomic AI, for a candid, practical conversation on April 16th at 1pm ET about what agentic AI actually means for wealth management firms today.
