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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 Quoted in Financial Planning Magazine: If AI is a bubble, how can advisors prepare?
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John O’Connell Published in Advisor Perspectives by VettaFi: The Evolution of RIA Acquisition Models
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John O’Connell Featured in The Daily Upside: Just a Third of Americans Are Confident Managing Their Finances
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John O’Connell Featured in Financial Planning Magazine: Advisors are Using AI but Skipping Compliance Guardrails
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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 Featured in InvestmentNews: Dynasty RIA Intellectus Partners spins out agentic AI platform, appoints CEO
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John O’Connell Quoted in InvestmentNews: Anthropic’s Claude code leak: Should RIA firms and advisors be worried?
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John O’Connell Interviewed on The WealthTech Podcast: WealthTech Innovation: AI, Data & Integrations
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John O’Connell Featured in Wealth Solutions Report: T3: AI-Enabled Operational Excellence And CRMs In The Age Of AI
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