Article, News
John O’Connell Featured in Action! Magazine: From AI FOMO to AI strategy: A wake-up call for financial advisors
This article from Action! Magazine powered by AdvisorEngine focuses on a conversation...
Peaks Perspective
The SEC Isn’t Coming. That’s the Problem.
After three decades in financial services, I've learned to pay close attention...
News, Podcast, Video
John O’Connell Interviewed on The WealthTech Podcast: WealthTech Innovation: AI, Data & Integrations
In this episode of The WealthTech Podcast, John O’Connell breaks down what’s...
Article, News
John O’Connell Featured in Advisorpedia: Key Insights From the 2026 T3 Conference
This article from Advisorpedia highlights the most impactful parts of the 2026...
Webinar
Webinar with Amplify: Beyond the Template: How RIAs Build a Signature Client Experience
In this insightful webinar titled 'Beyond the Template: How RIAs Build a...
Article, News
John O’Connell Featured in Barron’s: Smaller Independent RIAs Face a Tough Choice: Scale Up, Sell Out, or Slow Down
In this article from Barron's Advisor, John O'Connell discusses the biggest hurdles...
Article, News
John O’Connell Quoted in Financial Planning Magazine: The AI tools meant to save time are burning out advisors
In this article from Financial Planning Magazine, discussing how AI may be...
Article, News
John O’Connell Published in Wealth Management: Prediction Markets Come to Google Finance: What Wealth Managers Need to Know
John O'Connell authored this article for Wealth Management Magazine, discussing how Google...
Article, News
John O’Connell Featured in Financial Planning Magazine: What advisors should prioritize when evaluating tech purchases
John O'Connell was featured in this Financial Planning Magazine article covering a...