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John O’Connell Featured in Multiple Articles on AI from Financial Planning Magazine
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8 Reasons to Focus on Wealthy Clients’ Debt – John O’Connell featured in ThinkAdvisor
This article in ThinkAdvisor recaps a white paper on liability management, authored... read more
John O’Connell Published in Kiplinger: Why Financial Advisers Will Benefit as Google Shakes Up Financial Research
Google's AI-powered Finance platform represents more than a free alternative to expensive... read more
John O’Connell Featured in InvestmentNews: What new RIA’s should be prioritizing in 2025
John O’Connell was quoted in this article from InvestmentNews discussing what new... read more
John O’Connell Published in Wealth Solutions Report: No Examiner Is Coming. That Doesn’t Make Family Offices Safe.
John O'Connell authored this article for Wealth Solutions Report where he discusses... read more
John O’Connell Quoted in The Adviser Times: Wealth management has got junior advisors’ first 90 days covered. What happens on day 91?
John O'Connell was recently featured in The Adviser Times for an... 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 Rethinking65:Expanding AI Usage? Start in the Back Office
John O'Connell wrote this piece for Rethinking65 on why advisors expanding... read more
John O’Connell Published in Wealth Management: Prediction Markets Come to Google Finance: What Wealth Managers Need to Know
John O'Connell authored this article for Wealth Management Magazine, discussing how Google... read more
John O’Connell Featured in RightCapital Blog: How to Evaluate WealthTech AI for Financial Advisors
John O'Connell was featured in this blog post from RightCapital discussing how... read more