Related Posts
John O’Connell Featured in Kiplinger: How Businesses (and Advisers) Can Budget for AI Use When the Bill Keeps Changing
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 Quoted in Advisor Perspectives by VettaFi: The Productivity Paradox: Why AI Is Making Advisors Busier
John O'Connell was quoted in this Advisor Perspectives by VettaFi article on... read more
John O’Connell Featured in Wealth Solutions Report: Modern Trust-Based Communication That Scales As You Grow
In this article by Marie Swift published in Wealth Solutions Report, she... read more
John O’Connell Quoted in The Daily Upside: Why Advisors Are Ditching Their CRMs
In this article from The Daily Upside, John O’Connell highlights the inefficiencies... read more
John O’Connell Quoted in Family Wealth Report on Envestnet’s Future Under Bain Capital
CEO John O'Connell was quoted in this article in Family Wealth Report... read more
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
John O'Connell, author of "Rise of the Activist Investor", joins the Next... read more
John O’Connell Featured in RIABiz: Schwab’s new $5-per-RIA-client trading fees set to activate Tuesday
John O’Connell was featured in this RIABiz article discussing Schwab's new $5-per-RIA-client... read more
John O’Connell Published in FinTecBuzz: How Artificial Intelligence Will Revolutionize the Wealth Management Industry
CEO John O’Connell wrote this bylined article that was published in FinTecBuzz,... read more
John O’Connell Featured in Financial Planning Magazine: Advisors are Using AI but Skipping Compliance Guardrails
John O'Connell was quoted in Financial Planning discussing how even though financial... read more