John O’Connell was quoted in this article from The Daily Upside where he weighs in on Wealth.com‘s funding round and estate planning tools in fintech, noting how it has become one of the fastest-growing tech categories in the financial planning industry – “growing faster than alternative investment adoption in my discussions with wealth management firms.”
John O'Connell was featured in this article from The Daily Upside where... read more
John O'Connell weighs in on the CFP's release of a "Generative AI... read more
In this article published in Family Wealth Report, John O'Connell provides insights... read more
John O’Connell was featured in TechFinitive's CIO Playbook 2026, discussing what tech... read more
John O'Connell was published in Advisorpedia discussing how FanDuel has become a... read more
John O'Connell was interviewed for the 2026 T3 Hot & Happening Podcast,... read more
John O'Connell was quoted in this InvestmentNews article about RIA Intellectus Partners... read more
John O'Connell was published in Wealth Management Magazine's 2025 Midyear Outlook issue,... read more
In this article from Financial Planning Magazine, CEO John O'Connell shares... read more
You signed a contract for an AI tool. The bill arrives measured... read more
