John O’Connell was interviewed on the RIA Channel at the Schwab IMPACT Conference last fall, sharing how his team evaluates the AI applications available from wealthtech firms and discussing The Oasis Group's regularly updated AI WealthTech Map.
John O'Connell was interviewed by Chuck Failla on the goRIA Podcast Fueled by InvestmentNews at Envestnet's 2025 Elevate Conference in Las Vegas, discussing whether RIAs should use AI for notetaking.
John O'Connell was featured in Financial Planning Magazine in an article highlighting experts' hopes and fears when it comes to the use of AI in the wealth management industry.
John O’Connell discusses key trends shaping the industry with WealthManagement.com at the 2025 Advyzon Conference. Their discussion ranges from AI and cybersecurity to alternative investments and the buy vs. build debate.
In this article from The Daily Upside, John O’Connell highlights the inefficiencies and limitations of current CRM solutions and notes that many are stagnating in terms of new features.
Financial Planning Magazine recaps the insightful panel led by John O'Connell at 2025 T3 Technology Conference, discussing how wealth management firms can rescue the client experience via wealthtech.
John O'Connell weighs in on the CFP's release of a "Generative AI Ethics Guide" in this article from Financial Planning Magazine.
John O'Connell was featured in this article from Barron's Advisor covering how financial advisors are using AI in their practices, highlighting note taking and client communications as the two biggest use cases right now.
In this article from The Fintech Times examining how AI can be properly utilized within back-office operations, John O'Connell explains why having personnel overseeing automation in financial firms that employ AI is essential.
In this Swift Cam video interview from the 2025 Advyzon Conference, John O'Connell shares his thoughts on the second annual Advyzon Conference, the panel he participated in on how technology can drive efficiencies for RIA practices, and much more.
