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John O’Connell Published in Advisor Perspectives by VettaFi: Using AI to Create a Monte Carlo Retirement Simulation
John O'Connell wrote this bylined article for Advisor Perspectives by VettaFi, where... read more
John O’Connell Interviewed on the goRIA Podcast Fueled by InvestmentNews at Envestnet’s 2025 Elevate Conference
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John O’Connell Published in ThinkAdvisor: 3 Ways to Store and Use Client Data
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John O’Connell Quoted in InvestmentNews: AI wrap: Carson deploys in-house chatbot, Tifin launches AI agent platform
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Ransomware on the rise and the risks to Financial Services firms
Prep for ransomware attacks or be ready to pay the price. Ransomware... read more
John O’Connell Published in Advisor Perspectives by VettaFi: Every Wealth Manager Needs to Know About MOVEit
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John O’Connell Featured in Family Wealth Report: T3 Tech Conference Prequel Tackles Hot AI Issues
John O’Connell was featured in this Family Wealth Report article highlighting his... read more
John O’Connell Featured in PlanAdviser: Matching a Wealth Platform to a Firm’s Business Model
The Oasis Group's Peaks Research for Wealth Platforms was highlighted and John... read more
John O’Connell Published in Advisor Perspectives by VettaFi: Prepare for the Changing Landscape in Cybersecurity
This article examines the challenges associated with the SEC’s proposed cybersecurity risk... read more
John O’Connell Published in WealthManagement.com: Prediction Markets Find Their Regulatory Footing, But the Boundaries Remain Clear
John O'Connell authored this piece for WealthManagement.com, discussing how prediction markets have... read more