In this article from The Daily Upside, John O'Connell provides exclusive insights into The Oasis Group's latest Peaks Research Report, analyzing 5 leading AI-powered prospecting platforms. John discusses how AI prospecting tools have sprung up alongside AI notetakers, meeting summarizers, and material generators as popular AI tools in the industry.
John O’Connell was interviewed by Chuck Failla on the goRIA Podcast Fueled by InvestmentNews at the 2025 Schwab IMPACT Conference in Denver, where they discuss the important steps and strategies to take when developing your tech stack when launching a new RIA.
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.
Financial advisors in The Oasis Group community have an exclusive opportunity to experience the T3 Technology Conference 2026 - the largest and most respected wealthtech event in the US - with special savings. BOGO offer and $200 off promo code within!
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.
