Recently, John O’Connell published an article in Financial Advisor Magazine. The article discusses the risk Wealth Management firms run into when it comes to holding onto clients’ tax records. He asserts that, without proper document management, firms often expose themselves to major risk unnecessarily.
John O'Connell participated in a roundtable with other wealthtech leaders at... read more
John O'Connell was quoted in Financial Planning Magazine, discussing how financial advisors... read more
John O'Connell was recently featured in The Adviser Times for an... read more
John O'Connell was quoted in this Financial Planning article about why some... read more
Summary: John O'Connell was featured in this article from Financial Planning Magazine... read more
John O'Connell wrote this bylined article for Advisor Perspectives by VettaFi, where... read more
John O'Connell was quoted in this Advisor Perspectives by VettaFi article on... read more
John O'Connell was published in Wealth Management Magazine's 2025 Midyear Outlook issue,... read more
John O’Connell authored this article in Wealth Solutions Report, sharing how Kalshi... read more
John O'Connell was quoted in this article from RIABiz, discussing artificial intelligence... read more
