In this video interview with industry reporter Chris Latham, John O’Connell discusses the various levels of AI adoption in the financial industry. He delves into the variety of AI software solutions that firms have at their disposal, how advisors can use AI for workflows within their practice, and how advisors can use prompt engineering to get more from AI.
CEO John O'Connell was featured in this article from Financial Planning Magazine,... read more
John O'Connell is interviewed on the Swift Cam at the 2025 Schwab... read more
John O'Connell was published in Advisorpedia discussing how FanDuel has become a... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O'Connell authored this article for Wealth Solutions Report, covering Robinhood's strategic... read more
John joins Marguerita Cheng on her podcast and video show, Margaritas with... read more
In this article from Financial Planning, John O'Connell weighs in on the... read more
Tune in to the latest episode of The Tony Steuer Podcast, featuring... read more
In this Swift Cam video interview from the 2025 Advyzon Conference, John... read more
In this article from Wealth Solutions Report, John O'Connell weighs in on... read more
