Join 70,00 Other Financial Professionals. Sign Up for Our Monthly Newsletter:

Subscribe Here

John O’Connell Interviewed on The Investipal Podcast: The Future of Wealth Management Tech: Winners, Losers, and What’s Changing

John O'Connell Interviewed on The Investipal Podcast: The Future of Wealth Management Tech: Winners, Losers, and What's Changing
07Aug

John O’Connell Interviewed on The Investipal Podcast: The Future of Wealth Management Tech: Winners, Losers, and What’s Changing

By Podcast, Video , , ,
John O’ Connell was interviewed on The Investipal Podcast, discussing:
  • Why “note-takers” are evolving into full AI-powered assistants
  • The difference between RIA and bank trust innovation cycles
  • How custodians are becoming full-stack competitors
  • What to watch for in AI regulation, risk, and hallucinations
  • The winners and losers of the next wave of advisor tech

Share this post

Author

Related Posts

17Mar

John O’Connell Interviewed by WealthManagement.com at the 2025 Advyzon Conference: 2025 WealthTech Trends: AI, Cybersecurity, and the Future of Advisor Tech

John O’Connell discusses key trends shaping the industry with WealthManagement.com at the... read more

26May

The WealthStack Podcast by WealthManagement.com: The Future of Investing with John O’Connell

In this episode of The WealthStack Podcast by WealthManagement.com, Shannon Rosic speaks... read more

12Mar

John O’Connell Interviewed on T3 Social Cam at the 2026 T3 Technology Conference: AI University and AI Prompt Engineering

John O’Connell was interviewed on the T3 Social Cam at the 2026... read more

www.goRIA.com John O'Connell Founder of the Oasis Group T3 2026
09Mar

John O’Connell Interviewed on the goRIA Podcast Fueled by InvestmentNews at the 2026 T3 Technology Tools For Today Conference

John O'Connell was interviewed on the goRIA Podcast fueled by InvestmentNews LIVE... read more

21Jul

John O’Connell Profiled in Authority Magazine: 5 Things You Should Do To Become a Thought Leader In Your Industry

John O'Connell was profiled by Authority Magazine, participating in a '5 Things'... read more

04May

John O’Connell Interviewed on T3 Hot & Happening Podcast 2026: AI, Automation, and the Future of Advice

John O'Connell was interviewed for the 2026 T3 Hot & Happening Podcast,... read more

07Mar

John O’Connell Interviewed on the T3 Social Cam at the 2025 T3 Conference

John O’Connell stopped by the T3 Social Cam to share how he... read more

John O'Connell Interviewed on Maximizer's The Advisor Tech Series - Conversations from T3: How will AI adoption help increase RIA valuation?
17Mar

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

09Feb

In the Suite Podcast With John O’Connell: Tech Transformation and Business Growth

In this not-to-be-missed episode, recorded live from Schwab IMPACT, John O’Connell and... read more

Youtube interview screenshot
02Jul

John O’Connell Interviewed by Chris Latham: Using AI for Workflows in Advisor Practices

In this video interview with industry reporter, Chris Latham, John O'Connell discusses... read more