Article, News
John O’Connell Featured in InvestmentNews: Dynasty RIA Intellectus Partners spins out agentic AI platform, appoints CEO
John O'Connell was quoted in this InvestmentNews article about RIA Intellectus Partners...
Article, News
John O’Connell Published in Financial Advisor Magazine: Why Wealth Management Firms Should Embrace Business Process Management Today
John O'Connell authored this article for Financial Advisor, where he discusses Business...
Article, News
John O’Connell Featured in Fiduciary Voices: Technology and AI Roundtable hosted by Financial Advisor Magazine
John O'Connell was featured in this Fiducary Voices article detailing an Executive...
Article, News
John O’Connell Featured in The Daily Upside: These Are the Best AI Prospecting Tools for Advisors
In this article from The Daily Upside, John O'Connell provides exclusive insights...
News, Podcast, Video
John O’Connell Interviewed on the goRIA Podcast Fueled by InvestmentNews at Schwab IMPACT 2025
John O’Connell was interviewed by Chuck Failla on the goRIA Podcast Fueled...
Article, News, Speaking
John O’Connell Featured in ETF Database by VettaFi: Exchange Conference Brings in AI Experts
This article by ETF Database by VettaFi shares details on AI experts...
Article, News
John O’Connell Featured in ThinkAdvisor: Avoid This Mistake When Deploying AI Agents
The latest white paper from The Oasis Group, 'Agentic AI in Wealth...
White Paper
Agentic AI in Wealth Management: Why Strong Processes Are the Foundation of Safe Adoption
This white paper from The Oasis Group, sponsored by Jump, examines agentic...
Article, News
John O’Connell Featured in Wealth Solutions Report: Oasis Group And AdvisorEngine Release Research On AI Prospecting Tools
In this article from Wealth Solutions Report, John O'Connell provides exclusive insights...