John O’Connell was featured in Financial Planning Magazine in an article highlighting experts’ hopes and fears when it comes to the use of AI in the wealth management industry: “My greatest hope is that financial advisors can provide more advice to more Americans. My greatest fear is that the wealth management industry will not embrace AI fast enough.”
John O’Connell was published in Advisorpedia discussing how wealth management firms now... read more
John O'Connell wrote this bylined article in Financial Planning Magazine, sharing how... read more
John O'Connell is featured in this InvestmentNews article on how captive... read more
John O'Connell participated in a roundtable with other wealthtech leaders at... read more
John O’Connell was featured in this article from Barron’s Advisor where he... read more
John O'Connell authored this article for Kiplinger where he discusses how Google... read more
Multiple publications in the wealth management industry covered the launch of The... read more
This article from Wealth Solutions Report covers a new white paper from... read more
John O'Connell was featured in this article from The Daily Upside where... read more
John O'Connell wrote this piece for Rethinking65 on why advisors expanding... read more
