As a member of the wealth management industry, you may be thinking about whether it is better to own your data, and if so, what are the potential risks associated. John O’Connell’s discussion at the 2022 T3 conference tackled this important topic.
John discusses the Great Wealth Transfer, how young investors will benefit from... read more
John O'Connell is speaking at the 2026 FIRMA National Risk Management Training... read more
At the 2024 Wealth Management EDGE Conference in Hollywood, Florida, John O'Connell... read more
John O’Connell was featured in this article from Wealth Solutions Report, recapping... read more
The topic of environmental, social, and governance (ESG) investing is a polarizing... read more
Learn from some of the leading CTOs in the wealth management industry... read more
John discusses your firm’s Unique Value Proposition and why it is so... read more
John discusses the societal forces and social movements that are causing the... read more
John O'Connell will speak on a panel of AI experts at the... read more
Doug Heikkinen has John on his podcast to discuss: Things to... read more
