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John O’Connell Published in Advisor Perspectives by VettaFi: Start Your Year with A Technology Assessment
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John O’Connell Featured in Financial Planning Magazine: AI for Wealth Client Growth? Slowly But Surely
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John O’Connell Quoted in InvestmentNews: Robinhood going after advisory business ‘aggressively’
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John O’Connell Featured in 2025 InvestmentNews Hot List of Top Financial Professionals in the US
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John O’Connell Featured in Fiduciary Voices: Technology and AI Roundtable hosted by Financial Advisor Magazine
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Margaritas with Marguerita Cheng
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John O’Connell Featured in Barron’s on Financial Advisor Billing & Fees
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John O’Connell Interviewed on the Swift Cam at the 2024 MarketCounsel Summit
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John O’Connell Published in Advisor Perspectives by VettaFi: The Limitations of SOC2 Audits in Preventing Cybersecurity Breaches: A Critical Analysis
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