Watch this webinar replay with John O’Connell of The Oasis Group and Parker Ence of Jump, sharing how forward-thinking advisors can move beyond simple transcription and AI notes to unlock game-changing insights from client conversations.
John O’Connell was interviewed by RIA Channel at the 2025 Advyzon Conference, discussing the rapid adoption of AI in the wealth management industry, where he observes an explosion of innovation - particularly in AI copilots, assistants, and document management tools.
In this fast-paced, high-impact keynote, which will be presented at the Financial Planning ADVISE AI 2025 Conference, John O’Connell will demonstrate how wealth managers can harness the power of today’s top generative AI tools to supercharge their practice.
What's happening with AI in wealth management isn't just another tech upgrade; it's a fundamental reshaping of how successful advisory firms operate. Learn how successful firms are leveraging AI in this Peaks Perspective article that covers what John O'Connell is seeing in his work in the field.
This white paper from The Oasis Group examines the current state of AI adoption in the wealth management industry, addresses the legitimate concerns advisors have about job displacement, and provides a roadmap for firms looking to harness AI's power while maintaining the human touch that clients value most.
John O'Connell was published in Wealth Management Magazine's 2025 Midyear Outlook issue, produced by WealthManagement.com, where he covers the current state of AI in the wealth management industry, what AI can and can't replace, and how AI can increase efficiency to meet demand.
Financial advisors, wealth management execs, and technology and operations leaders looking to enhance workflows and streamline operations to enable sustainable organic growth will enjoy this informative webinar replay featuring John O’Connell of The Oasis Group and Ron Keusch of AllocateRite.
Watch this webinar replay with FINNY, where John O'Connell participated in FINNY's Expert Office Hour series to discuss how financial advisors can leverage existing documents to create new content with AI.
John O' Connell was interviewed on The Investipal Podcast discussing the changing landscape of wealthtech, what to watch for in AI regulation, risk, and hallucinations, the winners and losers of the next wave of fintech, and more.
In this article from InvestmentNews about InvestCloud's new suite of artificial intelligence-enabled solutions for wealth managers and advisors, enhanced by Zocks and smartKYC, John O'Connell emphasizes the importance of an AI acceptable use policy.
