In this episode of the 'In the Money' Podcast, host Rusty Sommer of Flyer Financial Technologies speaks with John O'Connell and other industry experts from the 2024 MarketCounsel Summit.
In this article from Financial Planning, John O'Connell weighs in on the state of AI in wealth management and how it will be affected by the introduction of DeepSeek AI and Trump's AI executive order.
In this article from The Fintech Times, John O'Connell discusses key trends he thinks will shape the wealthtech and wealth management industries in 2025.
Access this white paper from The Oasis Group and WealthManagement.com, housing insights from this CTO Think Tank held at the 2024 RIA Edge West Conference.
In this Swift Cam video interview from the 2024 MarketCounsel Summit, John O'Connell highlights his panel discussion on artificial intelligence and how to harness AI for business growth.
In this Swift Cam video interview from the 2024 Schwab IMPACT Conference, John O'Connell discusses his conference experience plus Oasis' latest resources for wealth management firms.
In this episode of the Fintech Impact Podcast, host Jason Pereira speaks with John O'Connell about the current trends and challenges in wealthtech, exploring topics such as technology integration, cybersecurity, AI, and more.
John O'Connell will speak on a panel of AI experts at the 2024 MarketCounsel Summit, Wednesday December 11th at 11:30am PT, where they'll discuss the transformative potential of AI in accelerating growth, streamlining operations, and creating personalized client experiences.
John O'Connell was quoted in Financial Planning discussing how even though financial advisors are increasingly adopting AI tools, one critical step is largely missing: a governance framework for experimenting with AI responsibly.
John O'Connell was quoted in Financial Planning Magazine, discussing how financial advisors are utilizing AI for marketing and client growth.
