John O’Connell Published in Advisor Perspectives by VettaFi: Business Process Management: Why Wealth Management Firms Must Embrace It Now
Check out John O'Connell's bylined article published in Advisor Perspectives by VettaFi,...
John O’Connell Quoted in RIABiz Articles on Financial Planning Software
John O’Connell offers a critical perspective on two major launches in the...
John O’Connell Featured in Financial Planning Magazine: Most advisors see AI in investing as a risk
John O'Connell is quoted in this article from Financial Planning for his...
John O’Connell Published in ThinkAdvisor: Salesforce Breach Exposes Risk for Wealth Firms; Here Are 6 Steps to Take Now
John O’Connell authored this article in ThinkAdvisor, where he delivers a critical...
John O’Connell Featured in WealthManagement.com on WealthTech Panel at RIA Edge LA: AI Agents Are Next Wave of Use for RIAs
John O'Connell played a prominent role as the moderator of a wealthtech...
John O’Connell Published in Wealth Solutions Report: The AI Agent Is Only As Smart As Your Workflow
John O'Connell authored this article in Wealth Solutions Report, discussing how AI...
John O’Connell Featured in Financial Planning Magazine: Explore the future of wealth management at ADVISE AI
This article from Financial Planning Magazine gives an inside scoop on some...
John O’Connell Published in Advisor Perspectives by VettaFi: The AI Revolution Is Here: Many Wealth Management Firms Are Missing Out
In John O'Connell's latest bylined article published in Advisor Perspectives by VettaFi,...
John O’Connell Published in Advisorpedia: The Salesforce Seduction: Why CRM-Centric Process Management Is Inadequate for Wealth Management Firms
In this bylined article for Advisorpedia, John O'Connell examines the fundamental shortcomings...