Summary: John O'Connell was featured in this article from Financial Planning Magazine highlighting his keynote session from the 2025 ADVISE AI Conference in Las Vegas, in which he showcased popular AI tools in front of the live audience - including demonstrating how AI tools like Perplexity can instantly generate detailed financial plans and reports.
John O'Connell will be joined by Chirag Gandhi, CEO of Mili, for a practical discussion on how wealth management enterprises are moving beyond AI pilots to build scalable, connected infrastructure that delivers measurable impact.
Access The Oasis Group's AI WealthTech Map, a resource that financial advisors and wealth management firms can use to find leading artificial intelligence solutions and AI-focused firms serving the wealth management industry. The map follows the lifecycle of a wealth management relationship and is organized into 7 categories, identifying and categorizing 91 leading technology firms.
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In this article from Wealth Solutions Report, John O'Connell provides exclusive insights into The Oasis Group's latest Peaks Research Report, sponsored by AdvisorEngine, analyzing five leading AI-powered prospecting platforms—Aidentified, Catchlight, Finny.ai, TIFIN AG, and WealthFeed.
The fourth study of our Peaks Research series evaluates the role of AI Prospecting Tools in the wealth management sector – specifically analyzing their impact on RIAs and BDs – and provides an in-depth analysis on the leading five AI Prospecting Tools.
Read more about The Oasis Group's Peaks Research on AI Prospecting Tools, sponsored by AdvisorEngine and available now for free download, in the news release published in Yahoo! Finance.
John O'Connell will join AdvisorEngine's Ned Dane and Suleman Din for an insightful webinar on November 20th titled ‘AI Prospecting Tools 101: The Advisor’s Guide’. The webinar will provide 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 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.
John O’Connell, Mark Gilbert of Zocks, Stacie Craddock of Integrated Compliance Advisors, and Jason Gross of Colorado’s Division of Securities for this webinar replay on best practices for implementing AI tools while staying compliant.
