In this Peaks Perspective article, Nathaniel Hettrick of The Oasis Group discusses how Agentic AI workforces are reshaping wealth management operations, sharing why The Oasis Group is adding a new category to our AI WealthTech Map and what it means for your firm.
John O'Connell authored this article for Kiplinger where he discusses how Google Finance and Google AI Tools can give your financial advisory firm an edge. The gap between firms that have built AI workflows and those still running on legacy tools is widening. Don't let your firm get left behind.
In today’s tech-driven world, artificial intelligence has become a key enabler of business success. But the question remains — how can businesses effectively harness AI to address their unique challenges while staying true to ethical principles? To explore this topic further, Authority Magazine interviewed John O’Connell.
John O'Connell was featured in this article from Wealth Solutions Report where he discusses AI washing and how it affects the wealthtech industry. John states that many products look like AI and are packaged as AI, but depend more on effective marketing rather than actual value.
John O'Connell authored this article for Advisorpedia, where he discusses the AI governance gap in the wealth management industry and how broker-dealers should govern their AI use given the lack of AI-specific rules from the SEC.
John O'Connell was quoted in this article from The Daily Upside where he weighs in on Wealth.com's funding round and estate planning tools in fintech, noting how it has become one of the fastest-growing tech categories in the financial planning industry.
John O’Connell shares why wealth management is entering a new phase of AI adoption, moving from experimentation to full-scale implementation, in this WMTV video interview with Wealth Management at the 2026 T3 Technology Tools for Today Conference.
Google's AI-powered Finance platform represents more than a free alternative to expensive terminals — it signals a fundamental shift in how big tech companies view the financial data market. John O'Connell authored this article for Kiplinger where he discusses how financial advisors will benefit amid the competitive battle.
Join John O’Connell of The Oasis Group and Sam Sova and Karl Simon, Co-Founders of Subatomic AI, for a candid, practical conversation on April 16th at 1pm ET about what agentic AI actually means for wealth management firms today.
This article from Action! Magazine powered by AdvisorEngine focuses on a conversation between Suleman Din and John O'Connell at the 2025 Schwab IMPACT Conference, where they discuss the shift from AI FOMO to AI strategy in the wealth management industry.
