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John O’Connell Interviewed on the goRIA Podcast Fueled by InvestmentNews at the 2026 T3 Technology Tools For Today Conference
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John O’Connell Quoted in RIABiz Articles on Financial Planning Software
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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 Profiled in Authority Magazine: 5 Things You Should Do To Become a Thought Leader In Your Industry
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John O’Connell Published in Advisor Perspectives by VettaFi: Cybersecurity Guidance for Financial Advisors
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John O’Connell Published in Advisor Perspectives by VettaFi: The Evolution of RIA Acquisition Models
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John O’Connell Featured in Wealth Solutions Report: Oasis Group And Practifi Address CRM Selection In Research
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John O’Connell Interviewed on the Schwab Network at the 2025 Schwab IMPACT Conference: ‘Rise of the Activist Investor:’ Role of Retail Investors & AI in Growing Interest
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John O’Connell Featured in Financial Planning Magazine: Advisors are Using AI but Skipping Compliance Guardrails
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John O’Connell Published in Advisor Perspectives by VettaFi: Start Your Year with A Technology Assessment
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