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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... read more
John O’Connell Quoted in The Daily Upside: Why Advisors Are Ditching Their CRMs
In this article from The Daily Upside, John O’Connell highlights the inefficiencies... read more
John O’Connell Featured in Barron’s: Here’s How Financial Advisors Are Using AI in Their Businesses Right Now
John O'Connell was featured in this article from Barron's Advisor covering how... read more
John O’Connell Quoted in The Daily Upside: Wealthtech Innovation Is Becoming Advisors’ Biggest Frustration
Independent advisors often have to build capabilities themselves through technology. John O'Connell... read more
John O’Connell Featured in Wealth Solutions Report: Modern Trust-Based Communication That Scales As You Grow
In this article by Marie Swift published in Wealth Solutions Report, she... read more
John O’Connell Published in Wealth Solutions Report: Robinhood’s Wealth Management Push Is Redefining Access
John O'Connell authored this article for Wealth Solutions Report, covering Robinhood's strategic... read more
Zero Trust Cybersecurity Approach – Protecting Your Firm, And Your Clients
Cyber criminals are becoming increasingly sophisticated. How can RIAs help ensure that... 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 Advisor Perspectives by VettaFi: AI Chatbots: Transforming Wealth Management Through Innovation
John O'Connell wrote this bylined article for Advisor Perspectives by VettaFi, where... read more
John O’Connell Published In Advisor Perspectives by Vetta Fi: Your CRM Doesn’t Talk to Your Email — And That’s a Problem
John O'Connell was published in Advisor Perspectives by Vetta Fi where he... read more