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John O’Connell Published in Advisorpedia: The Salesforce Seduction: Why CRM-Centric Process Management Is Inadequate for Wealth Management Firms
In this bylined article for Advisorpedia, John O'Connell examines the fundamental shortcomings... read more
John O’Connell Interviewed by Chris Latham: The Evolution of AI in WealthTech
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John O’Connell Interviewed on the Swift Cam at the 2024 MarketCounsel Summit
In this Swift Cam video interview from the 2024 MarketCounsel Summit, John... read more
John O’Connell Quoted in MarketWatch: That money request could be an AI deepfake stealing from your account – here’s how to protect yourself
In this article from MarketWatch, John O'Connell provides examples of AI deepfake... read more
The Tony Steuer Podcast with John O’Connell: Rise of The Activist Investor
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John O’Connell Interviewed ‘On the Circuit’ at RIA Edge West 2024
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John O’Connell Quoted in InvestmentNews: InvestCloud rolls out new-generation AI solutions with Zocks, smartKYC
In this article from InvestmentNews about InvestCloud's new suite of artificial intelligence-enabled... read more
John O’Connell Interviewed by Wealth Management at 2026 T3 Conference: From AI Curiosity to Implementation: How Firms Should Evolve Their Strategy
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John O’Connell Featured in Financial Planning Magazine: Most advisors see AI in investing as a risk
John O'Connell is quoted in this article from Financial Planning for his... read more
The Oasis Group and AdvisorEngine Release Research Report on Artificial Intelligence Note Takers
Read more about The Oasis Group's Peaks Research for AI Note Takers,... read more