In this article from Financial Planning Magazine, CEO John O’Connell expounds on the importance of AI integration into wealth management firms and discusses how the industry is missing out on an opportunity with AI chatbots.
John O'Connell was quoted in this article from RIABiz discussing how various... read more
In this article from Financial Planning Magazine, CEO John O'Connell shares... read more
In this article from Financial Planning Magazine, John O'Connell weighs in on... read more
Read more about The Oasis Group's Peaks Research for AI Note Takers,... read more
John O'Connell was quoted in this article from WealthManagement.com that discusses the... read more
RIA client data comes in many forms – while some data may... read more
Summary: John O'Connell was featured in this article from Financial Planning Magazine... read more
John O'Connell joins a roundtable discussion for Financial Planning Magazine where he... read more
John O'Connell wrote this article for Wealth Solutions Report discussing how Google... read more
In this article from Financial Planning, John O'Connell weighs in on the... read more
