John O’Connell joins a roundtable discussion for Financial Planning Magazine where he weighs in on the cybersecurity questions that financial advisors should ask technology vendors and how advisors can determine which provider offers the best data protection when everyone has the same SOC 2 report.
John joins Marguerita Cheng on her podcast and video show, Margaritas with... read more
John O'Connell authored this article for Wealth Solutions Report, covering Robinhood's strategic... read more
John O'Connell weighs in on the new in-house chatbot from Carson Group... read more
Read more about The Oasis Group's Peaks Research on AI Prospecting Tools,... read more
John O'Connell played a prominent role as the moderator of a wealthtech... read more
CEO John O'Connell was featured in this article from Financial Planning Magazine,... read more
In this bylined article written for Advisorpedia, John O'Connell discusses how Claude... read more
John O'Connell was featured in Financial Planning Magazine in an article about... read more
In John O'Connell's latest bylined article published in Advisor Perspectives by VettaFi,... read more
The Oasis Group's latest research report on AI Note Takers was featured... read more
