In this article from Financial Planning Magazine, CEO John O’Connell expounds on the importance of AI integration into wealth management firms and discusses how the industry is missing out on an opportunity with AI chatbots.
The RIA technology landscape is evolving rapidly - it seems like there... read more
In this video interview with industry reporter Chris Latham, John O'Connell discusses... read more
RIA firm data can influence everything from operations to client service to... read more
John O'Connell was featured in this Fiducary Voices article detailing an Executive... read more
John O'Connell is quoted in this article from Financial Planning for his... read more
John O'Connell authored this article for Retirement Daily on TheStreet, where he... read more
Cyber criminals are becoming increasingly sophisticated. How can RIAs help ensure that... read more
John O'Connell played a prominent role as the moderator of a wealthtech... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O'Connell was quoted in this InvestmentNews article about RIA Intellectus Partners... read more
