In this article from Financial Planning Magazine, discussing how AI may be intensifying work for and burning out financial advisors, John O'Connell said that AI tools transition time from administrative tasks to higher-value tasks, such as client engagement.
John O'Connell was featured in this Financial Planning Magazine article covering a panel that John O'Connell moderated at the 2026 T3 Technology Conference, titled "From Prospecting to Annual Review: How Al Is Transforming Wealth Management".
In this short conversation from the 2026 T3 Conference, John O’Connell talks with Alexandre Ackermans of Maximizer, where he shares his perspective on how AI adoption could influence RIA valuation and why operational maturity, efficiency, and scalability are becoming part of that conversation.
The Oasis Group was featured in this Financial Planning Magazine article featuring announcements from the 2026 T3 Technology Conference that wealth managers should know about. The article shares details on the Oasis AI Readiness Index, with exclusive insights from John O'Connell.
This article from Wealth Solutions Report recaps the 'Driving Growth Through AI-Enabled Operational Excellence' panel from the 2026 T3 Technology Conference, which John O’Connell participated in with Larry Roth of Ascentix Partners and Rashmi Badwe of TIAA Wealth Management.
John O’Connell was interviewed on the T3 Social Cam at the 2026 T3 Technology Conference, where he talked about the value of T3’s inaugural AI University, including his session where he demonstrated how wealth managers can leverage today’s leading AI tools to enhance every step of their business process.
John O’Connell was featured in TechFinitive's CIO Playbook 2026, discussing what tech leaders really think about enterprise AI adoption. John stresses that solving data quality and governance challenges is essential to scaling AI effectively.
John O'Connell was published in Advisor Perspectives by Vetta Fi where he discusses how wealth management firms often struggle with fragmented technology. CRMs and email marketing platforms—vital tools for advisors and marketers—operate in isolation, trapping valuable behavioral intelligence in separate systems.
John O'Connell was featured in this blog post from RightCapital discussing how to evaluate AI WealthTech, noting that it's easy to be impressed by each tool you evaluate - especially if you haven't yet seen the practical value of AI in real life.
John O’Connell was featured in this article from Wealth Solutions Report, recapping AI University from the 2026 T3 Technology Tools for Today Conference. John's session, titled “From Prospecting to Annual Review: How AI is Transforming Wealth Management”, explored use cases for AI as well as ways to manage common problems.
