Article, News
John O’Connell Featured in Financial Planning Magazine: CFP Board addresses AI risk with new ethics guide
John O'Connell weighs in on the CFP's release of a "Generative AI...
Article, News
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...
Article, News
John O’Connell Featured in The Fintech Times: What Are the Potential Drawbacks of Automating Back-Office Operations?
In this article from The Fintech Times examining how AI can...
News, Video
John O’Connell Interviewed on the Swift Cam at the 2025 Advyzon Conference
In this Swift Cam video interview from the 2025 Advyzon Conference, John...
Speaking
John O’Connell to Speak at the 2025 Advyzon Conference: Utilizing Technology to Grow and Drive Efficiencies
John O’Connell will speak on a panel of technology experts at the...
Podcast
John O’Connell Interviewed on the ‘In the Money’ Podcast: The Future of Wealth Management – Predictions for 2025
In this episode of the 'In the Money' Podcast, host Rusty Sommer...
Article, News
John O’Connell Featured in Financial Planning Magazine: Advisors look to diversify after DeepSeek’s rise, Trump’s AI directive
In this article from Financial Planning, John O'Connell weighs in on the...
Article, News
John O’Connell Featured in The Fintech Times: WealthTech and Wealth Management in 2025 – Key Trends Shaping the Future of Finance
In this article from The Fintech Times, John O'Connell discusses key trends...
News, Video
John O’Connell Interviewed on the Swift Cam at the 2024 MarketCounsel Summit
In this Swift Cam video interview from the 2024 MarketCounsel Summit, John...