Related Posts
John O’Connell Featured in Financial Planning Magazine: Some Advisors Rage Against the Machine Learning
John O'Connell was quoted in this Financial Planning article about why some... read more
John O’Connell Featured in Fiduciary Voices: Technology and AI Roundtable hosted by Financial Advisor Magazine
John O'Connell was featured in this Fiducary Voices article detailing an Executive... read more
John O’Connell Featured in ETF Database by VettaFi: Exchange Conference Brings in AI Experts
This article by ETF Database by VettaFi shares details on AI experts... read more
John O’Connell Featured in The Fintech Times: What Are the Potential Drawbacks of Automating Back-Office Operations?
In this article from The Fintech Times examining how AI can... read more
John O’Connell Interviewed on the Swift Cam at the 2024 MarketCounsel Summit
In this Swift Cam video interview from the 2024 MarketCounsel Summit, John... read more
John O’Connell Featured in Financial Planning Magazine on Easy AI Tools for Advisors
In this article from Financial Planning Magazine, CEO John O'Connell shares... read more
John O’Connell Featured in Wealth Solutions Report: T3’s AI University: Agents, Prospecting And Transformation
John O’Connell was featured in this article from Wealth Solutions Report, recapping... read more
The Oasis Group Featured in Financial Planning Magazine: The T3 2026 announcements that wealth managers should know
The Oasis Group was featured in this Financial Planning Magazine article featuring... read more
Do You Own Your Client Data? You May Be Surprised by the Answer
RIA client data comes in many forms – while some data may... read more
RIAs Weigh In: Three Tips for Advisors Evaluating Prospective Vendors
The RIA technology landscape is evolving rapidly - it seems like there... read more