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John O’Connell Published in ThinkAdvisor: Big Tech Is Making Index Funds Riskier – Here’s What Advisors Can Do
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The Oasis Group Named Top WealthTech Consultancy in WealthTech Americas Awards 2024
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John O’Connell Featured in TechFinitive: CIO Playbook 2026: What technology leaders really think about enterprise AI adoption
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John O’Connell Featured in Wealth Solutions Report on Cybersecurity Risks Continuing to Grow
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John O’Connell Featured in Barron’s: How Innovative Firms Are Training Next-Gen Advisors
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John O’Connell Quoted in The Daily Upside: Why Advisors Are Ditching Their CRMs
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John O’Connell Featured in Wealth Solutions Report: T3: AI-Enabled Operational Excellence And CRMs In The Age Of AI
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