General AI adoption, strategy, and use in wealth management
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.
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.
John O’Connell was featured in this article from InvestmentNews, where he discussed the implications of Anthropic’s recent accidental Claude code leak, urging advisors to question tech partners about their source‑code hygiene, monitoring practices, and notification protocols to ensure protection against similar AI‑related threats.
After three decades in financial services, I've learned to pay close attention to what regulators say. Right now, a lot of RIA principals have looked at the current SEC and decided they have breathing room on AI. I understand the reasoning. I disagree with the conclusion. Find out why the next 3-4 years represent an...
In this episode of The WealthTech Podcast, John O’Connell breaks down what’s really happening at the intersection of AI, data, and modern wealth tech infrastructure. From dirty data and disconnected systems to the rise of AI-first platforms, this conversation gets into what advisors and family offices must do now to stay competitive.
This article from Advisorpedia highlights the most impactful parts of the 2026 T3 Technology Conference, including John O'Connell's session at AI University and the launch of The Oasis Group's AI Readiness Index.
In this article from Barron's Advisor, John O'Connell discusses the biggest hurdles that small and mid-size RIA firms face when deciding whether to continue to remain independent, or sell to a larger firm in a market dominated by consolidation and scale.
In this article from Financial Planning Magazine, discussing how AI may be intensifying work for and burning out financial advisors, John O'Connell said that AI tools transition time from administrative tasks to higher-value tasks, such as client engagement.
John O'Connell was featured in this Financial Planning Magazine article covering a panel that John O'Connell moderated at the 2026 T3 Technology Conference, titled "From Prospecting to Annual Review: How Al Is Transforming Wealth Management".
