John O’Connell will speak on a panel of technology experts at the 2025 Advyzon Conference, Thursday, February 13th at 9:30am ET where they’ll discuss how financial advisors can utilize fintech, wealthtech, and AI solutions to grow their practice and drive efficiencies.
Pam Krueger, creator and co-host of MoneyTrack on PBS, interviews John on... read more
John O'Connell will speak on a panel of AI experts at the... read more
John discusses how to identify the value within your wealth management firm... read more
John discusses your firm’s Unique Value Proposition and why it is so... read more
We're so excited to be the strategic partner for an exclusive CTO... read more
John joins Nicole Casperson as he discusses the risks of ransomware and... read more
The RIA technology landscape is evolving rapidly - it seems like there... read more
The topic of environmental, social, and governance (ESG) investing is a polarizing... read more
Next generation investors globally witnessed an incredible amount of social change and... read more
John discusses the societal forces and social movements that are causing the... read more
