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John O’Connell Interviewed ‘On the Circuit’ at RIA Edge West 2024
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John O’Connell Featured in Financial Planning Magazine: The Cybersecurity Questions Advisors Must Ask Vendors
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John O’Connell Quoted in RIABiz on AI and the Growth of Canoe Intelligence
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John O’Connell Featured in Wealth Solutions Report: AI Washing: What It Is And How Advisors Can Spot It
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John O’Connell Published in Advisorpedia: The Salesforce Seduction: Why CRM-Centric Process Management Is Inadequate for Wealth Management Firms
In this bylined article for Advisorpedia, John O'Connell examines the fundamental shortcomings... read more
John O’Connell Published in Advisor Perspectives by VettaFi: Don’t Use Your Company Email for Personal Purposes
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John O’Connell Quoted in RIABiz on the Scramble for Morningstar Office Users
John O'Connell was quoted in this article from RIABiz discussing how various... read more
John O’Connell Quoted in Financial Planning Magazine: The AI tools meant to save time are burning out advisors
In this article from Financial Planning Magazine, discussing how AI may be... read more
John O’Connell Featured in Multiple Articles on AI from Financial Planning Magazine
The Oasis Group CEO weighs in on AI in wealth management, including... read more
John O’Connell Published in Barron’s: Why Wealth Management Firms Need an AI Acceptable Use Policy
John O'Connell penned this article for Barron's Advisor on 'Why Wealth Management... read more