John O’Connell was quoted in Financial Planning Magazine, discussing how financial advisors are utilizing AI for marketing and client growth: “All firms should feel pressure to educate themselves on AI capabilities. Firms should determine the best use case for AI to enable efficiencies in their business.”
John O'Connell wrote this bylined article for Advisor Perspectives by VettaFi, where... read more
John O'Connell weighs in on the CFP's release of a "Generative AI... read more
Industry thought leaders at T3 and Oasis Group partner with Sora Finance,... read more
John O'Connell penned this article for Barron's Advisor on 'Why Wealth Management... read more
John O'Connell authored this article for Wealth Solutions Report, covering Robinhood's strategic... read more
In this article, John explores the different ways that Anthropic has changed... read more
This article from Action! Magazine powered by AdvisorEngine focuses on a conversation... read more
CEO John O'Connell was featured in this article from Wealth Solutions Report... read more
John O'Connell was quoted in this Financial Planning article about why some... read more
John O'Connell was recently featured in The Adviser Times for an... read more
