Related Posts
John O’Connell Published in ThinkAdvisor: Salesforce Breach Exposes Risk for Wealth Firms; Here Are 6 Steps to Take Now
John O’Connell authored this article in ThinkAdvisor, where he delivers a critical... read more
John O’Connell Featured in Action! Magazine: AI note takers 101: The advisor’s guide
In this article from Action! Magazine by AdvisorEngine, highlighting The Oasis Group's... read more
John O’Connell Featured in Wealth Solutions Report: AI Washing: What It Is And How Advisors Can Spot It
John O'Connell was featured in this article from Wealth Solutions Report where... read more
John O’Connell Featured in Financial Planning Magazine: What advisors should prioritize when evaluating tech purchases
John O'Connell was featured in this Financial Planning Magazine article covering a... read more
John O’Connell Published in Advisor Perspectives by VettaFi: CTOs Must Govern Shadow AI or Face Security Risk
John O'Connell authored this article in Advisor Perspectives by VettaFi where he... read more
John O’Connell Featured in Barron’s: How Innovative Firms Are Training Next-Gen Advisors
John O'Connell was quoted in this article from Barron's Advisor discussing how... read more
John O’Connell Published in Advisor Perspectives by VettaFi: AI Chatbots: Transforming Wealth Management Through Innovation
John O'Connell wrote this bylined article for Advisor Perspectives by VettaFi, where... read more
John O’Connell Quoted in Financial Planning Magazine: The AI tools meant to save time are burning out advisors
In this article from Financial Planning Magazine, discussing how AI may be... read more
John O’Connell Quoted in Financial Planning Magazine: If AI is a bubble, how can advisors prepare?
John O'Connell is quoted in this article from Financial Planning Magazine discussing... read more
John O’Connell Featured in Advisorpedia: The Advisor Shortage Is a Design Problem. Treat It Like One.
John O'Connell was recently featured in Advisorpedia arguing that firms misdiagnose... read more