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...
Article, News
John O’Connell Quoted in InvestmentNews: Anthropic’s Claude code leak: Should RIA firms and advisors be worried?
John O’Connell was featured in this article from InvestmentNews, where he discussed...
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...
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 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...
News, Podcast
John O’Connell Interviewed on Maximizer’s The Advisor Tech Series – Conversations from T3: How will AI adoption help increase RIA valuation?
In this short conversation from the 2026 T3 Conference, John O’Connell talks...