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 was profiled by Authority Magazine, participating in a '5 Things'... read more
John O'Connell penned this article for Barron's Advisor on 'Why Wealth Management... read more
John O'Connell was featured in this article from The Daily Upside where... read more
John O'Connell participated in a roundtable with other wealthtech leaders at... read more
This article from Financial Planning Magazine gives an inside scoop on some... read more
The Oasis Group CEO weighs in on AI in wealth management, including... read more
In this article from InvestmentNews about InvestCloud's new suite of artificial intelligence-enabled... read more
Financial Planning Magazine recaps the insightful panel led by John O'Connell at... read more
In this Swift Cam video interview from the 2025 Wealth Management EDGE... read more
John O'Connell authored this article for Financial Advisor, where he discusses Business... read more
