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John O’Connell Spoke at Financial Planning ADVISE AI 2025 Conference: AI can whip up a financial plan in seconds. But can advisors trust it?
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John O’Connell Featured in ETF Database by VettaFi: Exchange Conference Brings in AI Experts
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John O’Connell Published in Advisorpedia: The Salesforce Seduction: Why CRM-Centric Process Management Is Inadequate for Wealth Management Firms
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The Oasis Group Named Top WealthTech Consultancy in WealthTech Americas Awards 2025
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John O’Connell Quoted in RIABiz on AI and the Growth of Canoe Intelligence
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John O’Connell Featured in The Daily Upside: What Fidelity’s Data Breach Means for Advisors
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John O’Connell Featured in Wealth Solutions Report on Client Liabilities Management for Advisors
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