The RIA technology landscape is evolving rapidly – it seems like there are new platforms popping up daily to support nearly every aspect of an RIA’s operations. How do you evaluate new tech vendors?
In this article published in Family Wealth Report, John O'Connell provides insights... read more
Pam Krueger, creator and co-host of MoneyTrack on PBS, interviews John on... read more
John O'Connell is interviewed on the Swift Cam at the 2025 Schwab... read more
In this short conversation from the 2026 T3 Conference, John O’Connell talks... read more
Are you ready to unlock the power of data for your RIA?... read more
John O'Connell authored this article for Advisor Perspectives by Vetta Fi where... read more
In this article from Wealth Solutions Report, John O'Connell weighs in on... 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 technology experts at the... read more
John discusses how to identify the value within your wealth management firm... read more
