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.
John O'Connell will be joined by Chirag Gandhi, CEO of Mili, for a practical discussion on how wealth management enterprises are moving beyond AI pilots to build scalable, connected infrastructure that delivers measurable impact.
Access The Oasis Group's AI WealthTech Map, a resource that financial advisors and wealth management firms can use to find leading artificial intelligence solutions and AI-focused firms serving the wealth management industry. The map follows the lifecycle of a wealth management relationship and is organized into 7 categories, identifying and categorizing 91 leading technology firms.
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.
John O'Connell will join AdvisorEngine's Ned Dane and Suleman Din for an insightful webinar on November 20th titled ‘AI Prospecting Tools 101: The Advisor’s Guide’. The webinar will provide an overview of The Oasis Group's Peaks Research for AI Prospecting Tools and highlight key findings, offering advisors valuable insights into how AI prospecting tools perform...
Check out John O'Connell's bylined article published in Advisor Perspectives by VettaFi, where he defines BPM, digs into BPMN, highlights integration benefits, provides a foundation for digital process automation, shares how to prepare for the AI-enabled future, discusses how to effectively adopt BPM, and more.
In our latest Peaks Perspective article, discover how audio deepfakes endanger wealth management firms, including what exactly is an audio deepfake, why wealth firms are prime targets, how to move from familiarity to verification, and more. Plus, access an in-depth deepfake-resilience checklist that serves as a practical framework to protect clients, staff, and the...
