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Wealth Management EDGE
June 8 - 10, 2027
The Boca Raton ResortBoca Raton, FL

John O'Connell
Founder & CEO at The Oasis Group
Speaker

Profile

John O’Connell is founder and CEO of The Oasis Group, a leading consultancy for the wealth management industry that specializes in helping wealth management and technology firms solve their most complex challenges. The Oasis Group offers award-winning consulting services, industry-leading research, and compelling on-demand training for wealth management firms and the service providers who serve the wealth management industry. O’Connell has over 30 years of leadership in fintech and consulting and is a highly respected and influential thought leader in the wealth management community. He produces a plethora of resources for financial professionals, including educational articles, video interviews, white papers, webinars, and research studies.

Agenda Sessions

  • The "Agentic" Shift: When AI Starts Doing the Work (Not Just Writing Emails)

    11:35am