John O’Connell Quoted in InvestmentNews: Anthropic’s Claude code leak: Should RIA firms and advisors be worried?
John O’Connell was featured in this article from InvestmentNews, where he discussed...
John O’Connell Interviewed on The WealthTech Podcast: WealthTech Innovation: AI, Data & Integrations
In this episode of The WealthTech Podcast, John O’Connell breaks down what’s...
John O’Connell Featured in Advisorpedia: Key Insights From the 2026 T3 Conference
This article from Advisorpedia highlights the most impactful parts of the 2026...
John O’Connell Featured in Barron’s: Smaller Independent RIAs Face a Tough Choice: Scale Up, Sell Out, or Slow Down
In this article from Barron's Advisor, John O'Connell discusses the biggest hurdles...
John O’Connell Quoted in Financial Planning Magazine: The AI tools meant to save time are burning out advisors
In this article from Financial Planning Magazine, discussing how AI may be...
John O’Connell Featured in Financial Planning Magazine: What advisors should prioritize when evaluating tech purchases
John O'Connell was featured in this Financial Planning Magazine article covering a...
John O’Connell Interviewed on Maximizer’s The Advisor Tech Series – Conversations from T3: How will AI adoption help increase RIA valuation?
In this short conversation from the 2026 T3 Conference, John O’Connell talks...
The Oasis Group Featured in Financial Planning Magazine: The T3 2026 announcements that wealth managers should know
The Oasis Group was featured in this Financial Planning Magazine article featuring...
John O’Connell Featured in Wealth Solutions Report: T3: AI-Enabled Operational Excellence And CRMs In The Age Of AI
This article from Wealth Solutions Report recaps the 'Driving Growth Through AI-Enabled...