Join 170,00 Other Financial Professionals. Sign Up for Our Monthly Newsletter:

John O’Connell Interviewed on T3 Hot & Happening Podcast 2026: AI, Automation, and the Future of Advice

John O'Connell was interviewed for the 2026 T3 Hot & Happening Podcast, recorded live at the 2026 T3 Technology Conference, where he recapped his AI University session, discussed conference highlights, and shared insights into industry trends.

John O’Connell Interviewed by Wealth Management at 2026 T3 Conference: From AI Curiosity to Implementation: How Firms Should Evolve Their Strategy

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.

John O’Connell Featured in Action! Magazine: From AI FOMO to AI strategy: A wake-up call for financial advisors

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 Featured in Financial Planning Magazine: What advisors should prioritize when evaluating tech purchases

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".

John O’Connell Interviewed on Maximizer’s The Advisor Tech Series – Conversations from T3: How will AI adoption help increase RIA valuation?

In this short conversation from the 2026 T3 Conference, John O’Connell talks with Alexandre Ackermans of Maximizer, where he shares his perspective on how AI adoption could influence RIA valuation and why operational maturity, efficiency, and scalability are becoming part of that conversation.

The Oasis Group Featured in Financial Planning Magazine: The T3 2026 announcements that wealth managers should know

The Oasis Group was featured in this Financial Planning Magazine article featuring announcements from the 2026 T3 Technology Conference that wealth managers should know about. The article shares details on the Oasis AI Readiness Index, with exclusive insights from John O'Connell.

John O’Connell Featured in Wealth Solutions Report: T3: AI-Enabled Operational Excellence And CRMs In The Age Of AI

This article from Wealth Solutions Report recaps the 'Driving Growth Through AI-Enabled Operational Excellence' panel from the 2026 T3 Technology Conference, which John O’Connell participated in with Larry Roth of Ascentix Partners and Rashmi Badwe of TIAA Wealth Management.

John O’Connell Featured in Wealth Solutions Report: T3’s AI University: Agents, Prospecting And Transformation

John O’Connell was featured in this article from Wealth Solutions Report, recapping AI University from the 2026 T3 Technology Tools for Today Conference. John's session, titled “From Prospecting to Annual Review: How AI is Transforming Wealth Management”, explored use cases for AI as well as ways to manage common problems.

John O’Connell Featured in Family Wealth Report: T3 Tech Conference Prequel Tackles Hot AI Issues

John O’Connell was featured in this Family Wealth Report article highlighting his recent appearance at AI University at the 2026 T3 Technology Conference, where he reaffirmed the importance of prompt engineering and demonstrated how prompt design can enable advisors to assemble a virtual advisory board.