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John O’Connell Published in Advisor Perspectives by VettaFi: Key Considerations for Selecting Technology
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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 Featured in Financial Planning Magazine: CFP Board addresses AI risk with new ethics guide
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John O’Connell Featured in Barron’s: Smaller Independent RIAs Face a Tough Choice: Scale Up, Sell Out, or Slow Down
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John O’Connell Featured in Barron’s: How Innovative Firms Are Training Next-Gen Advisors
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John O’Connell Featured in ETF Database by VettaFi: Exchange Conference Brings in AI Experts
This article by ETF Database by VettaFi shares details on AI experts... read more
The Oasis Group’s AI WealthTech Map Highlighted in Wealth Solutions Report
The Oasis Group's AI WealthTech Map was featured in the August 2024... read more
John O’Connell Featured in Wealth Solutions Report: Wealthtech Is Opening Doors For Advisors To Serve The Mass Affluent
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John O’Connell Interviewed on the Swift Cam at the Schwab Impact 2024 Conference
In this Swift Cam video interview from the 2024 Schwab IMPACT Conference,... read more
John O’Connell Interviewed on the Swift Cam at 2024 Wealth Management EDGE Conference
In this Swift Cam video interview from the 2024 Wealth Management EDGE... read more