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John O’Connell Interviewed on the Swift Cam at 2024 Wealth Management EDGE Conference
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John O’Connell Quoted in Family Wealth Report: Software Shakeup: New AI Category Disrupting Notetakers, CRM
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John O’Connell Featured in InvestmentNews: What the Robinhood TradePMR Deal Means for RIAs
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John O’Connell Featured in TechFinitive: CIO Playbook 2026: What technology leaders really think about enterprise AI adoption
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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 Fiduciary Voices: Technology and AI Roundtable hosted by Financial Advisor Magazine
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John O’Connell Featured in Financial Planning Magazine: Advisors are Using AI but Skipping Compliance Guardrails
John O'Connell was quoted in Financial Planning discussing how even though financial... read more
John O’Connell Featured in The Fintech Times: WealthTech and Wealth Management in 2025 – Key Trends Shaping the Future of Finance
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John O’Connell Published In Advisor Perspectives by Vetta Fi: Your CRM Doesn’t Talk to Your Email — And That’s a Problem
John O'Connell was published in Advisor Perspectives by Vetta Fi where he... read more
TradePMR Announces Dynamic Lineup of Speakers for Annual SYNERGY Conference
The financial advisor event anticipates a record number of attendees with a... read more