John O’Connell is featured in this InvestmentNews article on how captive financial advisors can prepare for the breakaway experience, emphasizing how the broker protocol allows advisors to take client contact information and that the focus should be on maintaining strong client relationships.
Are you ready to unlock the power of data for your RIA?... read more
John O'Connell wrote this bylined article for Advisor Perspectives by VettaFi, where... read more
John O’Connell was interviewed by RIA Channel at the 2025 Advyzon Conference,... read more
John O'Connell was featured in this Connect360° newsletter from Advisor360° discussing how... read more
In this Swift Cam video interview from the 2025 Advyzon Conference, John... read more
John O'Connell was quoted in this article from Barron's Advisor discussing how... read more
In the November 2025 Wealthtech Roundup from Wealth Solutions Report, two of... read more
John O'Connell was profiled by Authority Magazine, participating in a '5 Things'... read more
In this Swift Cam video interview from the 2025 Wealth Management EDGE... read more
Check out John O'Connell's bylined article published in Advisor Perspectives by VettaFi,... read more
