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John O’Connell Featured in The Fintech Times: What Are the Potential Drawbacks of Automating Back-Office Operations?
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John O’Connell Published in Advisorpedia: The Salesforce Seduction: Why CRM-Centric Process Management Is Inadequate for Wealth Management Firms
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John O’Connell Published in Wealth Management: Prediction Markets Come to Google Finance: What Wealth Managers Need to Know
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John O’Connell Published in Wealth Solutions Report: Kalshi And The Rise Of Regulated Event-Contract Trading
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John O’Connell Interviewed on the Swift Cam at the 2025 Advyzon Conference
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John O’Connell Interviewed on the Swift Cam at the 2024 MarketCounsel Summit
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John O’Connell Quoted in Family Wealth Report on Envestnet’s Future Under Bain Capital
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John O’Connell Featured in Financial Planning Magazine: How AI Is Changing Financial Advisors’ Jobs
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The Oasis Group Named Top WealthTech Consultancy in WealthTech Americas Awards 2025
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