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John O’Connell Spoke at Financial Planning ADVISE AI 2025 Conference: AI can whip up a financial plan in seconds. But can advisors trust it?
Summary: John O'Connell was featured in this article from Financial Planning Magazine... read more
John O’Connell Speaking at Financial Planning ADVISE AI 2025 Conference: AI in Action: Transforming Wealth Management
In this fast-paced, high-impact keynote, which will be presented at the Financial... read more
Thematic Investing – ETFs of the Future
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Your Digital Marketing Presence
John joins a round table discussion of Your Digital Marketing Presence for... read more
John O’Connell Speaking at 2026 FIRMA National Risk Management Training Conference: Practical AI in Wealth Management
John O'Connell is speaking at the 2026 FIRMA National Risk Management Training... read more
ESG, ETFs, and Activist Investing
The topic of environmental, social, and governance (ESG) investing is a polarizing... 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 Featured in Wealth Solutions Report: T3’s AI University: Agents, Prospecting And Transformation
John O’Connell was featured in this article from Wealth Solutions Report, recapping... read more
Identifying Well-Rounded Value
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Investment News Tech Stacks: Ransomware Risk Should Spark Policies and Planning
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