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John O’Connell Published in ThinkAdvisor: Big Tech Is Making Index Funds Riskier – Here’s What Advisors Can Do
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John O’Connell Featured in The Daily Upside: These Are the Best AI Prospecting Tools for Advisors
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John O’Connell Quoted in Family Wealth Report on Envestnet’s Future Under Bain Capital
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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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John O’Connell Featured in Barron’s: Here’s How Financial Advisors Are Using AI in Their Businesses Right Now
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Margaritas with Marguerita Cheng
John joins Marguerita Cheng on her podcast and video show, Margaritas with... read more
John O’Connell Featured in InvestmentNews: Dynasty RIA Intellectus Partners spins out agentic AI platform, appoints CEO
John O'Connell was quoted in this InvestmentNews article about RIA Intellectus Partners... read more
John O’Connell Published in Advisor Perspectives by VettaFi: Where Does AI Fit in Your Firm’s Future?
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John O’Connell Featured in Financial Planning Magazine: The Cybersecurity Questions Advisors Must Ask Vendors
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RIAs Weigh In: Three Tips for Advisors Evaluating Prospective Vendors
The RIA technology landscape is evolving rapidly - it seems like there... read more