John O'Connell is interviewed on the Swift Cam at the 2025 Schwab IMPACT Conference. John discusses the session he's leading at the conference, where he's sharing how financial advisors are using AI to shape the future, exploring practical applications of AI for the advisor community, and discussing what’s on the horizon for the broader industry.
This article by ETF Database by VettaFi shares details on AI experts speaking at the 2026 Exchange ETF Conference in Las Vegas. John O'Connell will join Diana Cabrices for a dynamic two-part session aimed to help advisors with AI.
The latest white paper from The Oasis Group, 'Agentic AI in Wealth Management: Why Strong Processes Are the Foundation of Safe Adoption', was featured in this article from ThinkAdvisor. John O'Connell is quoted, discussing how AI agents amplify whatever process they are given, whether good or bad.
This white paper from The Oasis Group, sponsored by Jump, examines agentic AI in the wealth management industry and outlines how to prioritize process discipline before deploying AI agents. Discover how to harness the transformative potential of agentic AI while safeguarding fiduciary duty and brand reputation.
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.
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.
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.
