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 Wealth Solutions Report, John O'Connell weighs in on... read more
RIA firm data can influence everything from operations to client service to... read more
John O'Connell is quoted in this article from Financial Planning for his... read more
John O'Connell authored this article in Advisor Perspectives by VettaFi where he... read more
John O'Connell authored this article for Advisor Perspectives by VettaFi, covering how... read more
John O’Connell offers insights to Action! Magazine regarding strategies for advisors in... read more
John O'Connell authored this article for Retirement Daily on TheStreet, where he... read more
This article from Citywire dives into The Oasis Group's Peaks Research for... read more
John O'Connell authored this article in Wealth Solutions Report where he dissects... read more
Financial Planning Magazine recaps the insightful panel led by John O'Connell at... read more
