John joins a round table discussion of Your Digital Marketing Presence for financial services and wealth management firms with the hosts of GetReal!, Meg Hannington and Genevieve E. Thayer.
Learn from some of the leading CTOs in the wealth management industry... read more
RIA firm data can influence everything from operations to client service to... read more
As a member of the wealth management industry, you may be thinking... read more
The RIA technology landscape is evolving rapidly - it seems like there... read more
Rob Dilbone, managing director, TradePMR and John O’Connell, founder, The Oasis Group... read more
The Department of Homeland Security has set up a page warning of... read more
John & Cinthia Murphy from ETF Think Tank discuss the growth of... read more
John O'Connell is speaking at the 2026 FIRMA National Risk Management Training... read more
This article by ETF Database by VettaFi shares details on AI experts... read more
Do you own your data? That may sound like a strange question.... read more
