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AI

General AI adoption, strategy, and use in wealth management

Webinar with AdvisorEngine: AI Prospecting Tools 101: The Advisor's Guide

Webinar with AdvisorEngine: AI Prospecting Tools 101: The Advisor’s Guide

John O'Connell joined AdvisorEngine's Ned Dane and Suleman Din for this webinar: ‘AI Prospecting Tools 101: The Advisor’s Guide’. The webinar provided an overview of The Oasis Group's Peaks Research for AI Prospecting Tools and highlight key findings, offering advisors valuable insights into how AI prospecting tools perform in real settings.

November 20, 2025By Webinar, , Read more...
Financial Planning Magazine: Dynasty RIA Intellectus Partners spins out agentic AI platform, appoints CEO

John O’Connell Featured in InvestmentNews: Dynasty RIA Intellectus Partners spins out agentic AI platform, appoints CEO

John O'Connell was quoted in this InvestmentNews article about RIA Intellectus Partners launching Intellebox.ai as an independent company and AI-driven operating system for advisory firms. The article notes that the launch comes amid growing interest in agentic AI within wealth management and highlights The Oasis Group's white paper on 'Agentic AI in Wealth Management'.

November 17, 2025By Article, News, , Read more...
Financial Planning Wealth Think

John O’Connell Published in Financial Planning Magazine: Don’t trust, verify: How to thwart AI-enhanced audio deepfakes

John O'Connell wrote this bylined article in Financial Planning Magazine, sharing how wealth management firms can protect against AI-enhanced audio deepfakes. In today's landscape, every unverified call is now an open channel for an audio deepfake and cybercrime.

November 12, 2025By Article, News, Read more...

John O’Connell Published in Advisor Perspectives by VettaFi: The Silent Threat on the Line: How Audio Deepfakes Endanger Wealth Management – and How to Build Real Resilience

John O'Connell wrote this bylined article published in Advisor Perspectives by VettaFi, sharing how wealth management firms can protect against AI-enhanced audio deepfakes. He discusses hypothetical and real-world scenarios and provides a Deepfake-Resilience Checklist.

November 12, 2025By Article, News, Read more...
Technology and AI Roundtable hosted by Financial Advisor Magazine

John O’Connell Featured in Fiduciary Voices: Technology and AI Roundtable hosted by Financial Advisor Magazine

John O'Connell was featured in this Fiducary Voices article detailing an Executive Roundtable hosted by Financial Advisor Magazine in New York City. Facilitated by Impact Communications, the series of in-depth conversations with 7 executives from leading fintech and consulting firms explored the evolving realities of the independent advisory and wealth management space.

November 10, 2025By Article, News, Read more...
Schwab IMPACT 2025

John O’Connell Interviewed on the Schwab Network at the 2025 Schwab IMPACT Conference: ‘Rise of the Activist Investor:’ Role of Retail Investors & AI in Growing Interest

John O'Connell, author of "Rise of the Activist Investor", joins the Next Gen Investing segment on the Schwab Network live from the 2025 Schwab IMPACT Conference to talk about his book. He explains why activist investors are paramount to the stock market.

November 6, 2025By News, VideoRead more...
The Daily Upside These Are the Best AI Prospecting Tools for Advisors

John O’Connell Featured in The Daily Upside: These Are the Best AI Prospecting Tools for Advisors

In this article from The Daily Upside, John O'Connell provides exclusive insights into The Oasis Group's latest Peaks Research Report, analyzing 5 leading AI-powered prospecting platforms. John discusses how AI prospecting tools have sprung up alongside AI notetakers, meeting summarizers, and material generators as popular AI tools in the industry.

November 6, 2025By Article, News, , Read more...
John O'Connell The Oasis Group

John O’Connell Interviewed on the Swift Cam at the 2025 Schwab IMPACT Conference

John O'Connell is interviewed on the Swift Cam at the 2025 Schwab IMPACT Conference. John discusses the session he's leading at the conference, where he's sharing how financial advisors are using AI to shape the future, exploring practical applications of AI for the advisor community, and discussing what’s on the horizon for the broader industry.

November 5, 2025By News, VideoRead more...