John O’Connell was quoted in this article from Barron’s Advisor discussing how innovative wealth management firms are training next-gen advisors through apprenticeships and other training programs. John cautions firms that keep junior advisors in a support role for too long: “In today’s world of instant gratification, if it takes too much time, they start looking for another job.”
John O'Connell discusses how wealth managers can use prompt engineering to get... read more
CEO John O’Connell was quoted in this FA Upside article from The... read more
John O'Connell was published in Wealth Management Magazine's 2025 Midyear Outlook issue,... read more
John O'Connell is quoted in this article from Financial Planning Magazine discussing... read more
John O'Connell was quoted in this article from Citywire discussing the challenges... read more
John O'Connell was featured in Salesforce's AI Playbook, discussing the wealth management... read more
John O'Connell was quoted in this Financial Planning article about why some... read more
John O'Connell was featured in Financial Planning Magazine in an article about... read more
TradePMR has issued a warning in a new white paper to Registered... read more
Read more about The Oasis Group's Peaks Research for AI Note Takers,... read more
