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John O’Connell Named to Top Financial Professionals 2023 Hot List by InvestmentNews
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John O’Connell Quoted in The Daily Upside: AI Investments Zero In on Estate Planning With Wealth.com’s $65M Round
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John O’Connell Featured in Financial Planning Magazine: How Robinhood’s TradePMR acquisition changes the industry
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John O’Connell Published in Advisorpedia: Smarter Prompts, Better Advice: How Wealth Managers Can Use Prompt Engineering To Get More From AI
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John O’Connell Interviewed on the Swift Cam at 2024 Wealth Management EDGE Conference
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John O’Connell Featured in Wealth Solutions Report on Cybersecurity Risks Continuing to Grow
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John O’Connell Published in Advisorpedia: FanDuel’s Entry Into Prediction Markets Signals a New Era for Investor Behavior
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John O’Connell Interviewed on the goRIA Podcast Fueled by InvestmentNews at the 2026 T3 Technology Tools For Today Conference
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John O’Connell Profiled in Authority Magazine: 5 Things You Should Do To Become a Thought Leader In Your Industry
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John O’Connell Featured in Financial Planning Magazine on Tech-Stack Diets for Advisory Firms
CEO John O'Connell was featured in this article from Financial Planning Magazine,... read more