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John O'Connell was profiled by Authority Magazine, participating in a '5 Things' interview where he shares his perspective on what it takes to become a true thought leader in your industry. He provides actionable insights drawn from his extensive experience creating content in the wealth management industry.
Access an insightful white paper for wealth management firms, CTOs, and technology leaders, housing insights from the CTO Think Tank hosted by The Oasis Group and WealthManagement.com at the 2025 Wealth Management EDGE Conference.
Read more about The Oasis Group's Peaks Research for Wealth Platforms, available to purchase now, in the news release published in Yahoo! Finance.
The third study of our Peaks Research series evaluates 10 of the top wealth platforms serving the wealth management community, highlighting their ideal customer personas, strengths, opportunities to improve their offering, and relative market positions.
John O'Connell penned this article for Barron's Advisor on 'Why Wealth Management Firms Need an AI Acceptable Use Policy', covering what an AI acceptable use policy is and what it should entail, defining prohibited activities, discussing responsible innovation, and more.
In this video interview with industry reporter, Chris Latham, John O'Connell discusses the various levels of AI adoption in the financial industry, how advisors can use AI for workflows within their practice, and more.
In this article from MarketWatch, John O'Connell provides examples of AI deepfake technology being implemented to scam those in the financial sector. He goes on to give steps that advisors and investors can take to educate and protect themselves from the AI deepfake threat.
Watch this webinar replay led by John O'Connell, as he presents key findings from The Oasis Group's Peaks Research on AI Note Takers. They explore the capabilities of leading AI note-taking applications and their integration into advisory practices.
