Related Posts

John O’Connell Interviewed on the ‘In the Money’ Podcast: The Future of Wealth Management – Predictions for 2025
In this episode of the 'In the Money' Podcast, host Rusty Sommer... read more

John O’Connell Featured in Financial Planning Magazine: AI for Wealth Client Growth? Slowly But Surely
John O'Connell was quoted in Financial Planning Magazine, discussing how financial advisors... read more

John O’Connell on Values-based Investing, the Cybersecurity Education and the Future of AI in Fintech
Tune in to the final episode of this season’s On the Circuit,... read more

Why Financial Advisors Should Focus on ESG, Thematic Investing, and Activist Investing
John shares his inspiration for writing his recent book, The Rise of... read more

John O’Connell Quoted in Barron’s: Why Some Wealth Management Firms Actively Seek Career Changers
John O’Connell was featured in this article from Barron’s Advisor where he... read more

Swift Chat Interview with John O’Connell: AI in WealthTech + Custodian Research Reports + Cyber Training
In this Swift Chat interview, John O'Connell joins Marie Swift to discuss... read more

John O’Connell Featured in Financial Planning Magazine: Wealth firms should rescue client experience from the margins, experts urge
Financial Planning Magazine recaps the insightful panel led by John O'Connell at... read more

Wealth Management EDGE 2024: Cybersecurity Panel and CTO Think Tank
At the 2024 Wealth Management EDGE Conference in Hollywood, Florida, John O'Connell... read more

John O’Connell Published in Advisor Perspectives by VettaFi: Prepare for the Changing Landscape in Cybersecurity
This article examines the challenges associated with the SEC’s proposed cybersecurity risk... read more

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