Related Posts
John O’Connell Featured in Financial Planning Magazine on Easy AI Tools for Advisors
In this article from Financial Planning Magazine, CEO John O'Connell shares... 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
Industry Publications Cover the Launch of The Oasis Group’s Vantage Point Peaks Research Series
Multiple publications in the wealth management industry covered the launch of The... read more
John O’Connell Interviewed on T3 Hot & Happening Podcast 2026: AI, Automation, and the Future of Advice
John O'Connell was interviewed for the 2026 T3 Hot & Happening Podcast,... read more
John O’Connell Profiled in Authority Magazine: 5 Things You Should Do To Become a Thought Leader In Your Industry
John O'Connell was profiled by Authority Magazine, participating in a '5 Things'... read more
Do You Own Your RIA Custodian Data? Let’s Find Out
Do you own your data? That may sound like a strange question.... read more
John O’Connell Featured on the T3 Hot & Happening Podcast: Innovation, Insight, and the Future of Fintech for Financial Advisors
John O'Connell was interviewed on the T3 Hot & Happening podcast -... read more
John O’Connell Featured in Citywire: Why does cybersecurity remain a struggle for RIAs?
John O'Connell was quoted in this article from Citywire discussing the challenges... read more
John O’Connell Interviewed on the Swift Cam at the 2025 Wealth Management EDGE Conference
In this Swift Cam video interview from the 2025 Wealth Management EDGE... read more
John O’Connell Featured in the Salesforce AI Playbook: Redefining Wealth Management for the Future
John O'Connell was featured in Salesforce's AI Playbook, discussing the wealth management... read more