John O’Connell was quoted in this article from InvestmentNews discussing what new RIAs and breakaways should be prioritizing and focusing on in 2025: “We recommend that new RIAs begin to define their ideal client persona in this first year so that they know what type of client they would like to attract.”
John O'Connell participated in a roundtable with other wealthtech leaders at... read more
John O'Connell was featured in this article from The Daily Upside where... read more
John O'Connell was quoted in this article from The Daily Upside on... read more
John O'Connell weighs in on the CFP's release of a "Generative AI... read more
Multiple publications in the wealth management industry covered the launch of The... read more
John O’Connell was featured in this article from Barron’s Advisor where he... read more
The Oasis Group's latest research report on AI Note Takers was featured... read more
John O'Connell was featured in this Connect360° newsletter from Advisor360° discussing how... read more
Check out John O'Connell's bylined article published in Advisor Perspectives by VettaFi,... read more
The financial advisor event anticipates a record number of attendees with a... read more
