WealthTech

Webinar with AdvisorEngine: AI Prospecting Tools 101: The Advisor’s Guide

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...

Webinar with Flyer FT: Beyond the Algorithm: How AI is Transforming Tax Alpha into a Scalable Advantage for RIAs

Tax-loss harvesting has evolved from a year-end tactic to an always-on, AI-enhanced discipline that top-performing RIAs are using to drive after-tax outcomes, retain high-net-worth clients, and scale operations. John O'Connell of The Oasis Group joined Flyer FT for this informative webinar replay watch here.

John O’Connell Quoted in RIABiz Articles on Financial Planning Software

John O’Connell offers a critical perspective on two major launches in the financial planning tech space in RIABiz: RightCapital introducing a data automation tool intended to challenge incumbents eMoney and MoneyGuidePro by streamlining back-office data entry for advisors, and Advyzon debuting its new financial planning module in a saturated, fiercely competitive environment.

John O’Connell Published in ThinkAdvisor: Salesforce Breach Exposes Risk for Wealth Firms; Here Are 6 Steps to Take Now

John O’Connell authored this article in ThinkAdvisor, where he delivers a critical message for the wealth management community: the recent Salesforce data breach, affecting up to one billion records, exposes the growing fragility of data security across the financial services ecosystem.

John O’Connell Featured in WealthManagement.com on WealthTech Panel at RIA Edge LA: AI Agents Are Next Wave of Use for RIAs

John O'Connell played a prominent role as the moderator of a wealthtech panel at the RIA Edge LA conference, covered in this WealthManagement.com article. He emphasized that "2026 is going to be the year of AI agents" and outlined critical readiness steps for firms considering AI agent adoption.

Webinar with Vi4 Wealth: Clear, Compelling, Visual: The Future of Client Engagement

Watch this webinar replay with Joel Bruckenstein of T3 Technology Tools for Today, Ted Toso of Vi4 Wealth, and Janet Galloway of B&B Strategic Management where they explored practical strategies for simplifying performance reporting without losing critical detail.

Webinar with ByAllAccounts and OneVest: From Prediction to Reality: The Data Revolution Reshaping WealthTech in 2025

Watch this webinar replay with John O’Connell of The Oasis Group, Amar Ahluwalia of OneVest, and Don McHenry of ByAllAccounts, part of Morningstar Wealth, for this insightful webinar - taking place Thursday, September 25th at 12pm ET - as they examine how 2024's bold predictions about data consolidation have become today's reality – and what...

John O’Connell Published in Advisor Perspectives by VettaFi: The AI Revolution Is Here: Many Wealth Management Firms Are Missing Out

In John O'Connell's latest bylined article published in Advisor Perspectives by VettaFi, he details how and why forward-thinking firms are leveraging AI not only for note-taking and client communication, but also for advanced tasks, gaining a critical edge in attracting the surge of new millionaires seeking AI-enhanced advisory services.

John O’Connell Published in Advisorpedia: The Salesforce Seduction: Why CRM-Centric Process Management Is Inadequate for Wealth Management Firms

In this bylined article for Advisorpedia, John O'Connell examines the fundamental shortcomings of relying exclusively on CRM-centric process management for wealth management firms, moving beyond a “one-size-fits-all” CRM approach and seeking platforms and process frameworks designed around the complexities of advice delivery and regulatory oversight.