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 penned this article for Barron's Advisor on 'Why Wealth Management... read more
John O'Connell authored this article in Wealth Solutions Report where he dissects... read more
Industry thought leaders at T3 and Oasis Group partner with Sora Finance,... read more
Millions of current, former, and prospective customers’ personal data has been compromised... read more
Financial Planning Magazine recaps the insightful panel led by John O'Connell at... read more
In this article from The Fintech Times examining how AI can... read more
John O’ Connell was interviewed for an 'On the Circuit' segment at... read more
John O'Connell was quoted in this Financial Planning article about why some... read more
John O'Connell was quoted in this article from The Daily Upside on... read more
CEO John O’Connell wrote this bylined article that was published in FinTecBuzz,... read more
