John O'Connell was featured in this Fiducary Voices article detailing an Executive Roundtable hosted by Financial Advisor Magazine in New York City. Facilitated by Impact Communications, the series of in-depth conversations with 7 executives from leading fintech and consulting firms explored the evolving realities of the independent advisory and wealth management space.
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.
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.
