John O’Connell was quoted in this article from InvestmentNews discussing Robinhood’s acquisition of TradePMR and their plans to pursue the advisor business: “Robinhood builds a path into the wealth management industry for their clients who want to move beyond self-directed trading accounts while TradePMR gets access to a huge opportunity to gain new clients.”
In the November 2025 Wealthtech Roundup from Wealth Solutions Report, two of... read more
In this article, John explores the different ways that Anthropic has changed... read more
The latest white paper from The Oasis Group, 'Agentic AI in Wealth... read more
John O'Connell was published in Advisor Perspectives by Vetta Fi where he... read more
Independent advisors often have to build capabilities themselves through technology. John O'Connell... read more
Plus Goldman Sachs entrepreneurship certificate, South Africa conference and other news WAUKEE, Iowa, July 18, 2023 /PRNewswire/... read more
John O’Connell was featured in this article from Barron’s Advisor where he... read more
John O’Connell was published in Advisorpedia discussing how wealth management firms now... read more
CEO John O'Connell was featured in this article from Wealth Solutions Report... read more
In this article from The Daily Upside, John O'Connell provides exclusive insights... read more
