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John O’Connell Featured in Financial Planning Magazine on Tech Vendor Relationships
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John O’Connell Featured in Wealth Management: 20 Questions to Ask in Every WealthTech AI Demo
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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: Why diversification matters when it comes to marketing
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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
John O’Connell Featured in Financial Planning Magazine: How Robinhood’s TradePMR acquisition changes the industry
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John O’Connell Published in Advisor Perspectives by VettaFi: The Rise of AUM Fees: Why the Next Market Correction Puts the Model at Risk
John O'Connell authored this article for Advisor Perspectives by Vetta Fi where... read more
John O’Connell Published in Financial Planning Magazine: Don’t trust, verify: How to thwart AI-enhanced audio deepfakes
John O'Connell wrote this bylined article in Financial Planning Magazine, sharing how... read more
John O’Connell Featured in The Daily Upside: What Fidelity’s Data Breach Means for Advisors
CEO John O’Connell was quoted in this FA Upside article from The... read more
John O’Connell Interviewed on T3 Social Cam at the 2026 T3 Technology Conference: AI University and AI Prompt Engineering
John O’Connell was interviewed on the T3 Social Cam at the 2026... read more