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In this fast-paced, high-impact keynote, which will be presented at the Financial Planning ADVISE AI 2025 Conference, John O’Connell will demonstrate how wealth managers can harness the power of today’s top generative AI tools to supercharge their practice.
This article from Financial Planning Magazine gives an inside scoop on some of the keynote sessions at Financial Planning's ADVISE AI Conference, including John O'Connell’s “AI in Action” session, where he’ll dive into portfolio design, client proposals, and best practices for preparing your firm for AI agents.
John O’Connell was interviewed by RIA Channel at the 2025 Advyzon Conference, discussing the rapid adoption of AI in the wealth management industry, where he observes an explosion of innovation - particularly in AI copilots, assistants, and document management tools.
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.
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 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.
John O’Connell stopped by the T3 Social Cam to share how he helps advisors get the most out of their T3 Conference experience, recommending that advisors make a list of vendors they want to meet and set up meetings before the conference begins.
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.
