Access an insightful white paper for wealth management firms, CTOs, and technology leaders, housing insights from the CTO Think Tank hosted by The Oasis Group and WealthManagement.com at the 2025 Wealth Management EDGE Conference.
John O'Connell penned this article for Barron's Advisor on 'Why Wealth Management Firms Need an AI Acceptable Use Policy', covering what an AI acceptable use policy is and what it should entail, defining prohibited activities, discussing responsible innovation, and more.
In this video interview with industry reporter, Chris Latham, John O'Connell discusses the various levels of AI adoption in the financial industry, how advisors can use AI for workflows within their practice, and more.
In this article from MarketWatch, John O'Connell provides examples of AI deepfake technology being implemented to scam those in the financial sector. He goes on to give steps that advisors and investors can take to educate and protect themselves from the AI deepfake threat.
Watch this webinar replay led by John O'Connell, as he presents key findings from The Oasis Group's Peaks Research on AI Note Takers. They explore the capabilities of leading AI note-taking applications and their integration into advisory practices.
As more firms embrace AI tools, the key to success lies in how effectively these tools are implemented. By following a structured prompting workflow, wealth managers can maximize the potential of AI and reduce operational inefficiencies. Below is a step-by-step guide to building a successful prompting workflow for your practice.
John O'Connell wrote this bylined article for Advisor Perspectives by VettaFi, where he discusses the unique opportunity for large wealth management firms to enhance their services and strengthen client relationships with AI chatbots.
John O'Connell participated in a webinar with Practifi discussing AI in Wealth Management. Watch the webinar replay to learn how to harness AI for efficiency while protecting your firm and your clients.
John O'Connell discusses how wealth managers can use prompt engineering to get more from AI in this bylined article in Advisorpedia, outlining what prompt engineering is, why it matters in wealth management, the main prompt types, and how to use them to get better results.
In this Swift Cam video interview from the 2025 Wealth Management EDGE Conference, John O'Connell discusses some insights he shared in his panel discussion about unlocking the full potential of AI and highlights the CTO Think Tank he led at the conference.
