John O’Connell Published in Wealth Solutions Report: Google Finance Brings Sophisticated Research Tools Without The Enterprise Price Tag
John O'Connell wrote this article for Wealth Solutions Report discussing how Google...
John O’Connell Quoted in Financial Planning Magazine: If AI is a bubble, how can advisors prepare?
John O'Connell is quoted in this article from Financial Planning Magazine discussing...
John O’Connell Featured in RIABiz: Schwab’s new $5-per-RIA-client trading fees set to activate Tuesday
John O’Connell was featured in this RIABiz article discussing Schwab's new $5-per-RIA-client...
John O’Connell Published in Advisorpedia: Making the Transition: How Wealth Management Firms Should Evaluate Google Finance in Their Research Stack
John O’Connell was published in Advisorpedia discussing how wealth management firms now...
John O’Connell Published in Advisor Perspectives by VettaFi: CTOs Must Govern Shadow AI or Face Security Risk
John O'Connell authored this article in Advisor Perspectives by VettaFi where he...
John O’Connell Featured in Wealth Solutions Report: Oasis Group And Practifi Address CRM Selection In Research
The Oasis Group recently released a new white paper on customer relationship...
John O’Connell Published in Advisor Perspectives by VettaFi: Wealth Management Firms & the Rise of Prediction Markets
Discover how prediction markets are becoming a durable feature of the financial...
John O’Connell Featured in Financial Planning Magazine: Why diversification matters when it comes to marketing
John O'Connell shares valuable insights in this article from Financial Planning Magazine,...
John O’Connell Featured in Wealth Solutions Report: 2026: The Year Of Serious AI Adoption
In this article from Wealth Solutions Report, John O'Connell and other wealthtech...