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John O’Connell Featured in Wealth Solutions Report: AI Note Takers Help Wealth Managers: Oasis Group Study
The Oasis Group's latest research report on AI Note Takers was featured... read more
John O’Connell Shares How Advisors Can Create Innovative Service Offerings in Action! Magazine
John O’Connell offers insights to Action! Magazine regarding strategies for advisors in... read more
John O’Connell Published in ThinkAdvisor: When AI Is Taking Notes, Beware of These 6 Types of Hallucinations
John O’Connell wrote this bylined article that was published in ThinkAdvisor, where... read more
John O’Connell Published in Advisorpedia: Smarter Prompts, Better Advice: How Wealth Managers Can Use Prompt Engineering To Get More From AI
John O'Connell discusses how wealth managers can use prompt engineering to get... read more
John O’Connell Interviewed on Maximizer’s The Advisor Tech Series – Conversations from T3: How will AI adoption help increase RIA valuation?
In this short conversation from the 2026 T3 Conference, John O’Connell talks... read more
TradePMR Announces Dynamic Lineup of Speakers for Annual SYNERGY Conference
The financial advisor event anticipates a record number of attendees with a... read more
John O’Connell Published in Advisorpedia: FINRA Doesn’t Need the SEC’s Permission. Neither Does Your Next Examination.
John O'Connell authored this article for Advisorpedia, where he discusses the AI... read more
The Oasis Group Named Top WealthTech Consultancy in WealthTech Americas Awards 2025
For the second year in a row, The Oasis Group has been... read more
John O’Connell Quoted in The Daily Upside: AI Investments Zero In on Estate Planning With Wealth.com’s $65M Round
John O'Connell was quoted in this article from The Daily Upside where... read more
John O’Connell Published in Advisor Perspectives by VettaFi: Building a Prompting Workflow for Your Practice
As more firms embrace AI tools, the key to success lies in... read more