John O'Connell played a prominent role as the moderator of a wealthtech panel at the RIA Edge LA conference, covered in this WealthManagement.com article. He emphasized that "2026 is going to be the year of AI agents" and outlined critical readiness steps for firms considering AI agent adoption.
Join John O’Connell, Mark Gilbert of Zocks, Stacie Craddock of Integrated Compliance Advisors, and Jason Gross of Colorado’s Division of Securities for this timely webinar on best practices for implementing AI tools while staying compliant.
John O'Connell authored this article in Wealth Solutions Report, discussing how AI agents have transformative potential in wealth management by automating routine tasks and improving client interactions - but their effectiveness hinges on clear, structured workflows defined through Business Process Model and Notation (BPMN).
Watch this webinar replay with Joel Bruckenstein of T3 Technology Tools for Today, Ted Toso of Vi4 Wealth, and Janet Galloway of B&B Strategic Management where they explored practical strategies for simplifying performance reporting without losing critical detail.
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.
Tax-loss harvesting has evolved from a year-end tactic to an always-on, AI-enhanced discipline that top-performing RIAs are using to drive after-tax outcomes, retain high-net-worth clients, and scale operations. John O'Connell of The Oasis Group joins Flyer FT for this informative webinar on Thursday, October 16th at 1pm ET.
Watch this webinar replay with John O’Connell of The Oasis Group, Amar Ahluwalia of OneVest, and Don McHenry of ByAllAccounts, part of Morningstar Wealth, for this insightful webinar - taking place Thursday, September 25th at 12pm ET - as they examine how 2024's bold predictions about data consolidation have become today's reality – and what...
In John O'Connell's latest bylined article published in Advisor Perspectives by VettaFi, he details how and why forward-thinking firms are leveraging AI not only for note-taking and client communication, but also for advanced tasks, gaining a critical edge in attracting the surge of new millionaires seeking AI-enhanced advisory services.
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 sales cycle of a wealth manager, identifying and categorizing 86 leading technology firms.
John O'Connell was featured in this Connect360° newsletter from Advisor360° discussing how artificial intelligence is transforming wealth management, offering advisors new ways to serve clients, streamline operations, and stay competitive.
