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 joins a roundtable discussion for Financial Planning Magazine where he... read more
The Oasis Group's AI WealthTech Map was featured in the August 2024... read more
In this video interview with industry reporter, Chris Latham, John O'Connell discusses... read more
John O'Connell was featured in this article from The Daily Upside where... read more
In this article from Financial Planning, John O'Connell weighs in on the... read more
CEO John O'Connell was featured in this article from Financial Planning Magazine,... read more
In this article from The Daily Upside, John O’Connell highlights the inefficiencies... read more
John O’Connell was featured in this RIABiz article discussing Schwab's new $5-per-RIA-client... read more
John O'Connell authored this article for Wealth Solutions Report, covering Robinhood's strategic... read more
John O’Connell was interviewed by RIA Channel at the 2025 Advyzon Conference,... read more
