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John O'Connell played a prominent role as the moderator of a wealthtech panel at the RIA Edge LA conference, covered in this WealthManagement.com article. He emphasized that "2026 is going to be the year of AI agents" and outlined critical readiness steps for firms considering AI agent adoption.
John O'Connell authored this article in Wealth Solutions Report, discussing how AI agents have transformative potential in wealth management by automating routine tasks and improving client interactions - but their effectiveness hinges on clear, structured workflows defined through Business Process Model and Notation (BPMN).
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.
This article from Financial Planning Magazine gives an inside scoop on some of the keynote sessions at Financial Planning's ADVISE AI Conference, including John O'Connell’s “AI in Action” session, where he’ll dive into portfolio design, client proposals, and best practices for preparing your firm for AI agents.
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...
In John O'Connell's latest bylined article published in Advisor Perspectives by VettaFi, he details how and why forward-thinking firms are leveraging AI not only for note-taking and client communication, but also for advanced tasks, gaining a critical edge in attracting the surge of new millionaires seeking AI-enhanced advisory services.
The Oasis Group was named a finalist in three categories of the ThinkAdvisor 2025 Luminaries Awards under Advisory Support, Products and Services: Thought Leadership and Education in the Advisor Education category, Thought Leadership and Education in the Consultants category, and Industry Disruption in the Consultants category.
In this bylined article for Advisorpedia, John O'Connell examines the fundamental shortcomings of relying exclusively on CRM-centric process management for wealth management firms, moving beyond a “one-size-fits-all” CRM approach and seeking platforms and process frameworks designed around the complexities of advice delivery and regulatory oversight.
