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.”
This article from Wealth Solutions Report recaps the 'Driving Growth Through AI-Enabled... read more
In this article from The Daily Upside, John O’Connell highlights the inefficiencies... read more
John O'Connell was featured in this article from The Daily Upside where... read more
In today’s tech-driven world, artificial intelligence has become a key enabler of... read more
As more firms embrace AI tools, the key to success lies in... read more
John O’Connell was featured in this article from Barron’s Advisor where he... read more
John O'Connell was published in Wealth Management Magazine's 2025 Midyear Outlook issue,... read more
John O'Connell authored this article for Advisor Perspectives by VettaFi, covering how... read more
John O'Connell was profiled by Authority Magazine, participating in a '5 Things'... read more
CEO John O'Connell was featured in this article from Wealth Solutions Report... read more
