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.”
In the 2025 WealthManagement.com Industry Awards, often referred to as the Wealthies,... read more
In this article, John explores the different ways that Anthropic has changed... read more
John O’Connell authored this article in Wealth Solutions Report, sharing how Kalshi... read more
Most loop failures are not loop-design failures. They are model-capability failures wearing... read more
Do you own your data? That may sound like a strange question.... read more
John O'Connell was featured in Financial Planning Magazine in an article highlighting... read more
John O’Connell stopped by the T3 Social Cam to share how he... read more
Prep for ransomware attacks or be ready to pay the price. Ransomware... read more
In this article from The Fintech Times, John O'Connell discusses key trends... read more
John O'Connell was recently featured in a ThinkAdvisor Q&A on estate... read more
