John O'Connell is speaking at the 2026 FIRMA National Risk Management Training Conference, taking place May 12-15, 2026 in Litchfield Park, Arizona, on how AI is being applied in wealth management to enhance decision-making, operational efficiency, and client engagement.
This white paper, covering CRM selection in the wealth management industry and sponsored by Practifi, introduces a three-phase implementation framework: Foundation, Automation, Integration; and identifies three mission-critical workflows where CRMs create measurable business value.
Industry leaders John O'Connell of The Oasis Group and Larry Shumbres of Archive Intel provide valuable insights in this webinar replay, discussing how AI is fundamentally reshaping compliance operations in wealth management.
Discover how prediction markets are becoming a durable feature of the financial landscape and how they align with how younger investors think, trade, and absorb information in this article authored by John O'Connell for Advisor Perspectives by VettaFi.
CRMs and email marketing platforms exist in parallel universes that don't communicate with each other. The firms that grow consistently aren't those with perfectly integrated technology stacks. They're the ones who understand their systems' limitations and build processes ensuring critical information doesn't get lost in the gaps.
John O'Connell shares valuable insights in this article from Financial Planning Magazine, discussing how advisors and other financial services professionals who rely heavily on social media to reach clients and prospects are increasingly confronting a trade-off: Stay active on channels they no longer trust, or walk away from a built-in audience.
In this webinar replay, John O’Connell, alongside Dan Cavanaugh and Erika Maynard of Aidentified, have a practical discussion on how data intelligence is transforming the advisor-client relationship. You’ll leave with actionable frameworks for turning data into stronger relationships and better client outcomes.
For most of the past two decades, prediction markets were treated as academic toys. Now, regulated prediction markets are emerging as a credible new financial category. This shift deserves serious attention from the wealth management community.
In this article from Wealth Solutions Report, John O'Connell and other wealthtech experts share their expectations on AI in the wealth management industry in 2026. John shares how he thinks that the wealth management industry stands at an inflection point.
John O'Connell authored this article for Advisor Perspectives by VettaFi, covering how smaller firms can achieve meaningful, defensible data lineage using tools they already own — if they understand what lineage actually means in practice.
