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John O’Connell Featured in Financial Planning Magazine on Tech-Stack Diets for Advisory Firms
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John O’Connell Quoted in The Daily Upside: AI Investments Zero In on Estate Planning With Wealth.com’s $65M Round
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John O’Connell Interviewed by Wealth Management at 2026 T3 Conference: From AI Curiosity to Implementation: How Firms Should Evolve Their Strategy
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John O’Connell Published in Advisor Perspectives by VettaFi: The SEC Isn’t Coming. That’s the Problem.
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John O’Connell Featured in Action! Magazine: AI note takers 101: The advisor’s guide
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John O’Connell Featured in Fiduciary Voices: Technology and AI Roundtable hosted by Financial Advisor Magazine
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John O’Connell Featured in Financial Planning Magazine: What advisors should prioritize when evaluating tech purchases
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John O’Connell Quoted in Family Wealth Report on Envestnet’s Future Under Bain Capital
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John O’Connell Interviewed on The WealthTech Podcast: WealthTech Innovation: AI, Data & Integrations
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John O’Connell Interviewed on the goRIA Podcast Fueled by InvestmentNews at the 2026 T3 Technology Tools For Today Conference
John O'Connell was interviewed on the goRIA Podcast fueled by InvestmentNews LIVE... read more