Related Posts
John O’Connell Published in Advisor Perspectives by VettaFi: The Evolution of RIA Acquisition Models
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O’Connell Published in Advisorpedia: Claude for Wealth Management: The AI Collaborator Every Advisor Needs
In this bylined article written for Advisorpedia, John O'Connell discusses how Claude... read more
John O’Connell Featured in Action! Magazine: From AI FOMO to AI strategy: A wake-up call for financial advisors
This article from Action! Magazine powered by AdvisorEngine focuses on a conversation... read more
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... read more
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... 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 Interviewed on the goRIA Podcast Fueled by InvestmentNews at Envestnet’s 2025 Elevate Conference
John O'Connell was interviewed by Chuck Failla on the goRIA Podcast Fueled... read more
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... read more
John O’Connell Spoke at Financial Planning ADVISE AI 2025 Conference: AI can whip up a financial plan in seconds. But can advisors trust it?
Summary: John O'Connell was featured in this article from Financial Planning Magazine... read more
John O’Connell Featured in RightCapital Blog: How to Evaluate WealthTech AI for Financial Advisors
John O'Connell was featured in this blog post from RightCapital discussing how... read more