John O’Connell joins a roundtable discussion for Financial Planning Magazine where he weighs in on the cybersecurity questions that financial advisors should ask technology vendors and how advisors can determine which provider offers the best data protection when everyone has the same SOC 2 report.
Financial Planning Magazine recaps the insightful panel led by John O'Connell at... read more
CEO John O'Connell was featured in this article from Financial Planning Magazine,... read more
John O’Connell was interviewed by RIA Channel at the 2025 Advyzon Conference,... read more
In this article from Wealth Solutions Report, John O'Connell weighs in on... read more
Learn more about the new Peaks Research series from The Oasis Group... read more
John O'Connell discusses how wealth managers can use prompt engineering to get... read more
In this article from MarketWatch, John O'Connell provides examples of AI deepfake... read more
John O'Connell wrote this bylined article in Financial Planning Magazine, sharing how... read more
This article in ThinkAdvisor recaps a white paper on liability management, authored... read more
TradePMR has issued a warning in a new white paper to Registered... read more
