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 was quoted in this article from RIABiz, discussing artificial intelligence... read more
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John O'Connell was quoted in this Financial Planning article about why some... read more
CEO John O'Connell was quoted in this article in Family Wealth Report... read more
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John O’Connell authored this article in ThinkAdvisor, where he delivers a critical... read more
John O’Connell was featured in TechFinitive's CIO Playbook 2026, discussing what tech... read more
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