John O’Connell was quoted in this article from InvestmentNews discussing what new RIAs and breakaways should be prioritizing and focusing on in 2025: “We recommend that new RIAs begin to define their ideal client persona in this first year so that they know what type of client they would like to attract.”
Do you own your data? That may sound like a strange question.... read more
In this article from InvestmentNews about InvestCloud's new suite of artificial intelligence-enabled... read more
Rain Maker’s Roundup host, Mark Iorio, takes a look at the financial... read more
In this article from The Daily Upside, John O'Connell provides exclusive insights... read more
John O'Connell weighs in on the new in-house chatbot from Carson Group... read more
John O'Connell joins a roundtable discussion for Financial Planning Magazine where he... read more
In this article from Financial Planning Magazine, CEO John O'Connell shares... read more
John O'Connell participated in a roundtable with other wealthtech leaders at... read more
John O'Connell was quoted in this article from Barron's Advisor discussing how... read more
John O'Connell was quoted in Financial Planning Magazine, joining a group... read more
