Peaks Perspective
From AI Assistants to AI Employees: How Agentic Workforces Are Reshaping Wealth Management Operations
In this Peaks Perspective article, Nathaniel Hettrick of The Oasis Group discusses...
Article, News
John O’Connell Published in Kiplinger: Using Google AI Tools Can Give Your Advisory Firm the Edge — If You Do These 5 Things First
John O'Connell authored this article for Kiplinger where he discusses how Google...
Article, News
John O’Connell Profiled in Authority Magazine: How Artificial Intelligence Can Solve Business Problems
In today’s tech-driven world, artificial intelligence has become a key enabler of...
Article, News
John O’Connell Featured in Wealth Solutions Report: AI Washing: What It Is And How Advisors Can Spot It
John O'Connell was featured in this article from Wealth Solutions Report where...
Article, News
John O’Connell Quoted in The Daily Upside: AI Investments Zero In on Estate Planning With Wealth.com’s $65M Round
John O'Connell was quoted in this article from The Daily Upside where...
News, Video
John O’Connell Interviewed by Wealth Management at 2026 T3 Conference: From AI Curiosity to Implementation: How Firms Should Evolve Their Strategy
John O’Connell shares why wealth management is entering a new phase of...
Article, News
John O’Connell Published in Kiplinger: Why Financial Advisers Will Benefit as Google Shakes Up Financial Research
Google's AI-powered Finance platform represents more than a free alternative to expensive...
Webinar
Webinar with Subatomic: AI Agents Without the Fear: How RIAs Can Grow Without Growing Headcount
Join John O’Connell of The Oasis Group and Sam Sova and Karl...
Article, News
John O’Connell Featured in Action! Magazine: From AI FOMO to AI strategy: A wake-up call for financial advisors
This article from Action! Magazine powered by AdvisorEngine focuses on a conversation...