Related Posts
Do You Own Your Client Data? You May Be Surprised by the Answer
RIA client data comes in many forms – while some data may... read more
John O’Connell Featured in Financial Planning Magazine: What advisors should prioritize when evaluating tech purchases
John O'Connell was featured in this Financial Planning Magazine article covering a... read more
John O’Connell Featured in Barron’s: How Innovative Firms Are Training Next-Gen Advisors
John O'Connell was quoted in this article from Barron's Advisor discussing how... read more
John O’Connell Interviewed on the goRIA Podcast Fueled by InvestmentNews at Envestnet’s 2025 Elevate Conference
John O'Connell was interviewed by Chuck Failla on the goRIA Podcast Fueled... read more
John O’Connell Featured in InvestmentNews: What the Robinhood TradePMR Deal Means for RIAs
In this article from InvestmentNews, John O'Connell shares his thoughts on the... read more
John O’Connell Published in Wealth Solutions Report: The Essence Of Thought Leadership
John O'Connell authored this article in Wealth Solutions Report where he dissects... read more
John O’Connell Profiled in Authority Magazine: How Artificial Intelligence Can Solve Business Problems
In today’s tech-driven world, artificial intelligence has become a key enabler of... 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 Wealth Solutions Report: Oasis Group And AdvisorEngine Release Research On AI Prospecting Tools
In this article from Wealth Solutions Report, John O'Connell provides exclusive insights... read more
John O’Connell Featured in PlanAdviser: Matching a Wealth Platform to a Firm’s Business Model
The Oasis Group's Peaks Research for Wealth Platforms was highlighted and John... read more