CEO John O’Connell was quoted in this FA Upside article from The Daily Upside, where he weighs in on and adds perspective to Fidelity’s recent data breach: “We should keep in mind that these incidents may sound large, but affect only a small percentage of the firm’s 51.5 million individual clients.”
In this short conversation from the 2026 T3 Conference, John O’Connell talks... read more
Google's AI-powered Finance platform represents more than a free alternative to expensive... read more
John O’Connell authored this article in ThinkAdvisor, where he delivers a critical... read more
For the second year in a row, The Oasis Group has been... read more
In this bylined article written for Advisorpedia, John O'Connell discusses how Claude... read more
Summary: John O'Connell was featured in this article from Financial Planning Magazine... read more
John O'Connell is quoted in this article from Financial Planning for his... read more
John O'Connell was featured in Financial Planning Magazine in an article highlighting... read more
John O’Connell was featured in this article from Barron’s Advisor where he... read more
John O'Connell, author of "Rise of the Activist Investor", joins the Next... read more
