News, Video
John O’Connell Interviewed on the Swift Cam at the Schwab Impact 2024 Conference
In this Swift Cam video interview from the 2024 Schwab IMPACT Conference,...
Podcast
John O’Connell Interviewed on Fintech Impact Podcast
In this episode of the Fintech Impact Podcast, host Jason Pereira speaks...
Speaking
John O’Connell to Speak at 2024 MarketCounsel Summit on Artificial Intelligence: Logarithmic Growth Through the Power of AI
John O'Connell will speak on a panel of AI experts at the...
Article, News
John O’Connell Featured in Financial Planning Magazine: Advisors are Using AI but Skipping Compliance Guardrails
John O'Connell was quoted in Financial Planning discussing how even though financial...
Article, News
John O’Connell Featured in Financial Planning Magazine: AI for Wealth Client Growth? Slowly But Surely
John O'Connell was quoted in Financial Planning Magazine, discussing how financial advisors...
Podcast, Video
Swift Chat Interview with John O’Connell: AI in WealthTech + Custodian Research Reports + Cyber Training
In this Swift Chat interview, John O'Connell joins Marie Swift to discuss...
Article, News
John O’Connell Featured in Financial Planning Magazine: Don’t adopt advisor AI because of FOMO
John O'Connell participated in a roundtable with other wealthtech leaders at...
Article, News
John O’Connell Featured in Financial Planning Magazine on Teaching AI What Not to Say
In this article from Financial Planning Magazine, CEO John O’Connell discusses how...
Podcast
Synergize Podcast from TradePMR: Leveraging Data to Build Emotional Connections That Help Drive Growth with John O’Connell
In this episode of Trade PMR's Synergize podcast John O'Connell discusses the...