Watch this webinar replay with FINNY, where John O'Connell participated in FINNY's Expert Office Hour series to discuss how financial advisors can leverage existing documents to create new content with AI.
In this article from InvestmentNews about InvestCloud's new suite of artificial intelligence-enabled solutions for wealth managers and advisors, enhanced by Zocks and smartKYC, John O'Connell emphasizes the importance of an AI acceptable use policy.
John O’Connell authored this article for Wealth Solutions Report, discussing how UHNW clients face a sophisticated and ever-changing array of scams due to the increased sophistication of bad actors.
John O'Connell was quoted in this article from Citywire discussing the challenges facing RIAs in terms of cybersecurity, noting that "The preparedness of the RIA space for cybersecurity is woefully inadequate." He also highlights the issues he sees in several core areas.
The Oasis Group's Peaks Research for Wealth Platforms was highlighted and John O’Connell was quoted in this article from PlanAdviser, where he emphasizes that wealth management firms selecting technology platforms should focus on finding tools that match their business model, not just those with the flashiest features.
In this informative webinar recording, John O’Connell of The Oasis Group and Jeff Coyle of Libretto discuss how and why the traditional approach to financial planning is inadequate and why advisors instead need to offer personalized solutions that address diverse generational needs – all within the framework of delivering lifecycle planning and investing.
In this bylined article written for Advisorpedia, John O'Connell discusses how Claude for Financial Services is redefining the wealth management landscape as a purpose-built AI collaborator, empowering advisors and firms to streamline research, enhance compliance, and deliver superior client outcomes.
Watch this webinar replay co-hosted by The Oasis Group and WealthManagement.com. John O'Connell, Shannon Rosic of WealthManagement.com, Perry Rotella of Box, and Adam Palmer of Orion watch as they unpack key findings from the CTO Think Tank at the 2025 Wealth Management Edge Conference.
As more firms embrace AI tools, the key to success lies in how effectively these tools are implemented. By following a structured prompting workflow, wealth managers can maximize the potential of AI and reduce operational inefficiencies. Discover insights in this step-by-step guide to building a successful prompting workflow.
John O'Connell was profiled by Authority Magazine, participating in a '5 Things' interview where he shares his perspective on what it takes to become a true thought leader in your industry. He provides actionable insights drawn from his extensive experience creating content in the wealth management industry.
