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John O’Connell Featured in InvestmentNews: Dynasty RIA Intellectus Partners spins out agentic AI platform, appoints CEO
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John O’Connell Published in Advisor Perspectives by VettaFi: Start Your Year with A Technology Assessment
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The Tony Steuer Podcast with John O’Connell: Rise of The Activist Investor
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John O’Connell Featured in Fiduciary Voices: Technology and AI Roundtable hosted by Financial Advisor Magazine
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John O’Connell Published in Advisor Perspectives by VettaFi: The Strategic Imperative of Appointing a Chief Growth Officer
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John O’Connell Featured in Financial Planning Magazine: AI for Wealth Client Growth? Slowly But Surely
John O'Connell was quoted in Financial Planning Magazine, discussing how financial advisors... read more
Myriad Advisor Solutions Announces New Podcast to Help Small Business Owners Excel
Plus Goldman Sachs entrepreneurship certificate, South Africa conference and other news WAUKEE, Iowa, July 18, 2023 /PRNewswire/... read more
John O’Connell Quoted in Family Wealth Report on Envestnet’s Future Under Bain Capital
CEO John O'Connell was quoted in this article in Family Wealth Report... read more
Rain Maker’s Roundup with John O’Connell
Rain Maker’s Roundup host, Mark Iorio, takes a look at the financial... read more
John O’Connell Featured in PlanAdviser: Matching a Wealth Platform to a Firm’s Business Model
The Oasis Group's Peaks Research for Wealth Platforms was highlighted and John... read more