John O’Connell was interviewed on the T3 Social Cam at the 2026 T3 Technology Conference, where he talked about the value of T3’s inaugural AI University, including his session where he demonstrated how wealth managers can leverage today’s leading AI tools to enhance every step of their business process.
John O’Connell was featured in TechFinitive's CIO Playbook 2026, discussing what tech leaders really think about enterprise AI adoption. John stresses that solving data quality and governance challenges is essential to scaling AI effectively.
John O'Connell was featured in this blog post from RightCapital discussing how to evaluate AI WealthTech, noting that it's easy to be impressed by each tool you evaluate - especially if you haven't yet seen the practical value of AI in real life.
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 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.
John O'Connell was interviewed on the goRIA Podcast fueled by InvestmentNews LIVE at the 2026 T3 Technology Tools for Today Conference in New Orleans. In this segment, John speaks with host Chuck Failla on how to tell if your RIA is AI ready - highlighting The Oasis Group's new AI Readiness Index.
Learn more about the Oasis AI Readiness Index™ in this news release from The Oasis Group - the industry’s first maturity benchmark built exclusively for fiduciary wealth management firms, trust firms, and family offices.
The Oasis AI Readiness Index™ is the industry’s first maturity benchmark built exclusively for fiduciary wealth management firms, trust firms, and family offices, utilizing a two-axis maturity model that measures both governance control and technology sophistication across 70 diagnostic questions.
John O'Connell authored this article in Advisor Perspectives by VettaFi where he discusses the dangers of unregulated use of shadow AI that could already be affecting your firm. The real question is not whether shadow AI exists inside your walls. It is whether you will take control of it before regulators and cybercriminals do.
John O'Connell of The Oasis Group and Conor Curtis of Practifi unpack and explain why enterprise data models and well-designed workflows are now the real competitive edge for modern advisory firms in this insightful webinar.
