CEO John O’Connell was quoted in this article from Barron’s Advisor discussing billing and fee structures for financial advisors, including why AUM fees continue to predominate: “The potential revenue is hard to resist. Other fee models tend to be associated with much-smaller advisory practices, because they’re not generating enough revenue to reinvest and grow beyond themselves.”
In this Swift Cam video interview from the 2024 Wealth Management EDGE... read more
John O’Connell was quoted in this article from InvestmentNews discussing what new... read more
In this Swift Cam video interview from the 2024 Schwab IMPACT Conference,... read more
In this article from MarketWatch, John O'Connell provides examples of AI deepfake... read more
Millions of current, former, and prospective customers’ personal data has been compromised... read more
John O'Connell wrote this piece for Rethinking65 on why advisors expanding... read more
Flourish Studios created an animated bar chart titled the Biggest Fast Food... read more
The latest white paper from The Oasis Group, 'Agentic AI in Wealth... read more
John O'Connell broke down the impactful ways that AI can transform the... read more
John O'Connell wrote this piece for Wealth Solutions Report on why... read more
