John O’Connell Interviewed by WealthManagement.com at the 2025 Advyzon Conference: 2025 WealthTech Trends: AI, Cybersecurity, and the Future of Advisor Tech

John O’Connell discusses key trends shaping the industry with WealthManagement.com at the 2025 Advyzon Conference. Their discussion ranges from AI and cybersecurity to alternative investments and the buy vs. build debate.

John O’Connell to Speak at the 2025 Advyzon Conference: Utilizing Technology to Grow and Drive Efficiencies

John O’Connell will speak on a panel of technology experts at the 2025 Advyzon Conference on Thursday, February 13th, where they’ll discuss how financial advisors can utilize wealthtech solutions to grow their practice and drive efficiencies.

John O’Connell Interviewed on the Swift Cam at 2024 Wealth Management EDGE Conference

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 Blue Vault Bowman Alts Summit 2024: Retail Investors and The Rise of Alternative Investments

John O'Connell's session at the 2024 The Blue Vault Bowman Alts Summit discussed the rise of alternative investments among younger investors and main street millionaires. He also explored the findings in Blue Vault’s newly released Alts & Tech white paper and revealed the revolutionary solutions available to wealth advisors today for researching, processing, managing, and...