In this Swift Cam video interview from the 2024 Wealth Management EDGE Conference, John O’Connell discusses the excellent content at the conference, including a cybersecurity panel he moderated, and also shares his thoughts on the hot topic of AI and how it will affect the wealth management industry going forward.
The Oasis Group's latest research report on AI Note Takers was featured... read more
John O'Connell was featured in Salesforce's AI Playbook, discussing the wealth management... read more
In this article from Financial Planning Magazine, John O'Connell weighs in on... read more
John O’Connell offers insights to Action! Magazine regarding strategies for advisors in... read more
John O'Connell was quoted in this InvestmentNews article about RIA Intellectus Partners... read more
John O’Connell discusses key trends shaping the industry with WealthManagement.com at the... read more
John O'Connell wrote this bylined article for Advisor Perspectives by VettaFi, where... read more
John O'Connell was featured in this Connect360° newsletter from Advisor360° discussing how... read more
Multiple publications in the wealth management industry covered the launch of The... read more
Do you own your data? That may sound like a strange question.... read more
