John O’Connell was featured in Salesforce’s AI Playbook, discussing the wealth management industry’s embrace of AI: “The importance of AI in wealth management is being increasingly recognized, offering unprecedented opportunities for efficiency, firm growth plans, and client service.”
In this article from The Fintech Times, John O'Connell discusses key trends... read more
John O'Connell is featured in this InvestmentNews article on how captive... read more
Summary: John O'Connell was featured in this article from Financial Planning Magazine... read more
John O’Connell was interviewed by RIA Channel at the 2025 Advyzon Conference,... read more
John O'Connell authored this article for Financial Advisor, where he discusses Business... read more
John O'Connell was featured in this Connect360° newsletter from Advisor360° discussing how... read more
John O'Connell was featured in this article by Wealth Solutions Report where... read more
The Oasis Group's Peaks Research for Wealth Platforms was highlighted and John... read more
Check out John O'Connell's bylined article published in Advisor Perspectives by VettaFi,... read more
John O'Connell was featured in this article from Barron's Advisor covering how... read more
