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.”
Flourish Studios created an animated bar chart titled the Biggest Fast Food... read more
John O'Connell was quoted in this article from Citywire discussing the challenges... read more
John O'Connell was interviewed by Chuck Failla on the goRIA Podcast Fueled... read more
John O'Connell wrote this article for Wealth Solutions Report discussing how Google... read more
John O'Connell was featured in this article by Wealth Solutions Report where... read more
John O'Connell was featured in this article from The Daily Upside where... read more
In this article from Financial Planning Magazine, CEO John O’Connell discusses how... read more
John O'Connell authored this article in Advisor Perspectives by VettaFi where he... read more
In this article from Financial Planning Magazine, discussing how AI may be... read more
RIA firm data can influence everything from operations to client service to... read more
