John O’Connell was quoted in Financial Planning Magazine, discussing how financial advisors are utilizing AI for marketing and client growth: “All firms should feel pressure to educate themselves on AI capabilities. Firms should determine the best use case for AI to enable efficiencies in their business.”
CEO John O’Connell wrote this bylined article that was published in FinTecBuzz,... read more
The financial advisor event anticipates a record number of attendees with a... read more
In this article from Financial Planning Magazine, CEO John O’Connell discusses how... read more
The Department of Homeland Security has set up a page warning of... read more
John O'Connell was featured in Financial Planning Magazine in an article about... read more
John O'Connell was published in Wealth Management Magazine's 2025 Midyear Outlook issue,... read more
Millions of current, former, and prospective customers’ personal data has been compromised... read more
In this article by Marie Swift published in Wealth Solutions Report, she... read more
In the November 2025 Wealthtech Roundup from Wealth Solutions Report, two of... read more
John O'Connell authored this article for Financial Advisor, where he discusses Business... read more
