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John O’Connell Published in Wealth Solutions Report: Google Finance Brings Sophisticated Research Tools Without The Enterprise Price Tag
John O'Connell wrote this article for Wealth Solutions Report discussing how Google... read more
John O’Connell Featured in TechFinitive: CIO Playbook 2026: What technology leaders really think about enterprise AI adoption
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What You Are Actually Paying For When You Buy AI
You signed a contract for an AI tool. The bill arrives measured... read more
John O’Connell Profiled in Authority Magazine: 5 Things You Should Do To Become a Thought Leader In Your Industry
John O'Connell was profiled by Authority Magazine, participating in a '5 Things'... read more
RIAs Weigh In: Three Tips for Advisors Evaluating Prospective Vendors
The RIA technology landscape is evolving rapidly - it seems like there... read more
John O’Connell Featured in Wealth Management: 20 Questions to Ask in Every WealthTech AI Demo
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John O’Connell Interviewed on the Swift Cam at the 2024 MarketCounsel Summit
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John O’Connell Published in Advisorpedia: The Salesforce Seduction: Why CRM-Centric Process Management Is Inadequate for Wealth Management Firms
In this bylined article for Advisorpedia, John O'Connell examines the fundamental shortcomings... read more
New Paper on Liability Management Shows Financial Advisors How to Optimize Client Wealth
Industry thought leaders at T3 and Oasis Group partner with Sora Finance,... read more
John O’Connell Featured in Financial Planning Magazine: What advisors should prioritize when evaluating tech purchases
John O'Connell was featured in this Financial Planning Magazine article covering a... read more