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.
Independent advisors often have to build capabilities themselves through technology. John O'Connell... read more
John O'Connell authored this article for Wealth Management Magazine where he discusses... read more
John O’Connell was quoted in this article from InvestmentNews discussing what new... read more
In this article from MarketWatch, John O'Connell provides examples of AI deepfake... read more
Learn more about the Oasis AI Readiness Index™ in this news release... read more
In this episode of The WealthTech Podcast, John O’Connell breaks down what’s... read more
John O'Connell wrote this bylined article for Advisor Perspectives by VettaFi, where... read more
John O’Connell was featured in this article from Wealth Solutions Report, recapping... read more
As more firms embrace AI tools, the key to success lies in... read more
John O'Connell authored this article for Wealth Solutions Report, covering Robinhood's strategic... read more
