Financial Planning Magazine: Dynasty RIA Intellectus Partners spins out agentic AI platform, appoints CEO Article, News

John O’Connell Featured in InvestmentNews: Dynasty RIA Intellectus Partners spins out agentic AI platform, appoints CEO

John O'Connell was quoted in this InvestmentNews article about RIA Intellectus Partners...

Financial Planning Wealth Think Article, News

John O’Connell Published in Financial Planning Magazine: Don’t trust, verify: How to thwart AI-enhanced audio deepfakes

John O'Connell wrote this bylined article in Financial Planning Magazine, sharing how...

Article, News

John O’Connell Published in Advisor Perspectives by VettaFi: The Silent Threat on the Line: How Audio Deepfakes Endanger Wealth Management – and How to Build Real Resilience

John O'Connell wrote this bylined article published in Advisor Perspectives by VettaFi,...

Technology and AI Roundtable hosted by Financial Advisor Magazine Article, News

John O’Connell Featured in Fiduciary Voices: Technology and AI Roundtable hosted by Financial Advisor Magazine

John O'Connell was featured in this Fiducary Voices article detailing an Executive...

Schwab IMPACT 2025 News, Video

John O’Connell Interviewed on the Schwab Network at the 2025 Schwab IMPACT Conference: ‘Rise of the Activist Investor:’ Role of Retail Investors & AI in Growing Interest

John O'Connell, author of "Rise of the Activist Investor", joins the Next...

The Daily Upside These Are the Best AI Prospecting Tools for Advisors Article, News

John O’Connell Featured in The Daily Upside: These Are the Best AI Prospecting Tools for Advisors

In this article from The Daily Upside, John O'Connell provides exclusive insights...

John O'Connell The Oasis Group News, Video

John O’Connell Interviewed on the Swift Cam at the 2025 Schwab IMPACT Conference

John O'Connell is interviewed on the Swift Cam at the 2025 Schwab...

Exchange Brings in AI Experts Article, News, Speaking

John O’Connell Featured in ETF Database by VettaFi: Exchange Conference Brings in AI Experts

This article by ETF Database by VettaFi shares details on AI experts...

ThinkAdvisor Avoid This Mistake When Deploying AI Agents Article, News

John O’Connell Featured in ThinkAdvisor: Avoid This Mistake When Deploying AI Agents

The latest white paper from The Oasis Group, 'Agentic AI in Wealth...