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.
In this Swift Chat video interview and podcast, John O’Connell joins Marie Swift to dig into predictions for 2026 when it comes to AI and technology for wealth managers, investment advisors, and financial planners. They cover AI Meeting aids, Agentic AI, Brand Voice Guidelines and custom GPTs, prompt engineering, and more.
In this article published in Family Wealth Report, John O'Connell provides insights on AI in wealth management in 2026. John also shares details on his presentation and live demonstration for AI University at the upcoming 2026 T3 Technology Conference.
In this video interview with industry reporter Chris Latham, John O'Connell discusses the major wealthtech and AI trends of 2025 in the wealth management industry, as well as trends to watch out for in 2026 and 2027.
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 webinar with WealthManagement.com, we unpacked key findings from the recent CTO Think Tank at RIA Edge LA 2025, where top technology executives explored how to operationalize AI responsibly across architecture, governance, and culture. The discussion revealed how CTOs are transforming innovation into a repeatable, compliant discipline that drives efficiency, and transparency.
John O'Connell joined AdvisorEngine's Ned Dane and Suleman Din for this webinar: ‘AI Prospecting Tools 101: The Advisor’s Guide’. The webinar provided 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 in real settings.
John O'Connell joined 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. Watch the webinar replay here.
In the November 2025 Wealthtech Roundup from Wealth Solutions Report, two of The Oasis Group's latest educational resources for financial professionals are highlighted: The Oasis Group's research report on AI Prospecting Tools and white paper on agentic AI in wealth management.
John O'Connell was quoted in this InvestmentNews article about RIA Intellectus Partners launching Intellebox.ai as an independent company and AI-driven operating system for advisory firms. The article notes that the launch comes amid growing interest in agentic AI within wealth management and highlights The Oasis Group's white paper on 'Agentic AI in Wealth Management'.
