John O’Connell to Speak at the 2025 Advyzon Conference: Utilizing Technology to Grow and Drive Efficiencies

John O’Connell will speak on a panel of technology experts at the 2025 Advyzon Conference on Thursday, February 13th, where they’ll discuss how financial advisors can utilize wealthtech solutions to grow their practice and drive efficiencies.

AI WealthTech Map: The Oasis Group’s Vantage Point on AI Wealth Technology

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 76 leading technology firms.

John O’Connell to Speak at 2024 MarketCounsel Summit on Artificial Intelligence: Logarithmic Growth Through the Power of AI

John O'Connell will speak on a panel of AI experts at the 2024 MarketCounsel Summit, Wednesday December 11th at 11:30am PT, where they'll discuss the transformative potential of AI in accelerating growth, streamlining operations, and creating personalized client experiences.

John O’Connell Featured in Financial Planning Magazine: Advisors are Using AI but Skipping Compliance Guardrails

John O'Connell was quoted in Financial Planning discussing how even though financial advisors are increasingly adopting AI tools, one critical step is largely missing: a governance framework for experimenting with AI responsibly.