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.”
John O'Connell wrote this bylined article published in Advisor Perspectives by VettaFi,... read more
TradePMR has published a new white paper for Registered Investment Advisers (RIAs)... read more
The RIA technology landscape is evolving rapidly - it seems like there... read more
John O'Connell weighs in on the CFP's release of a "Generative AI... read more
In this article from Financial Planning Magazine, CEO John O’Connell discusses how... read more
In this article from Wealth Solutions Report, John O'Connell and other wealthtech... read more
John O'Connell was interviewed by Chuck Failla on the goRIA Podcast Fueled... read more
John O’Connell was quoted in this article from InvestmentNews discussing what new... read more
The Department of Homeland Security has set up a page warning of... read more
The Oasis Group CEO weighs in on AI in wealth management, including... read more
