CEO John O’Connell was quoted in this FA Upside article from The Daily Upside, where he discusses the different applications of artificial intelligence, including AI assistants, and how AI will add immense value to wealth management firms: “AI will fundamentally reshape the financial advice industry.”
John O'Connell was recently quoted in Wealth Solutions Report on why... read more
The RIA technology landscape is evolving rapidly - it seems like there... read more
This article from Citywire dives into The Oasis Group's Peaks Research for... read more
RIA client data comes in many forms – while some data may... read more
The financial advisor event anticipates a record number of attendees with a... read more
In this short conversation from the 2026 T3 Conference, John O’Connell talks... read more
John O'Connell authored this article for Wealth Management Magazine, discussing how Google... read more
John O'Connell weighs in on the new in-house chatbot from Carson Group... read more
John O’Connell was interviewed by Chuck Failla on the goRIA Podcast Fueled... read more
John O'Connell was featured in Financial Planning Magazine in an article about... read more
