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.
The Department of Homeland Security has set up a page warning of... read more
John O'Connell was quoted in this article from The Daily Upside on... read more
CEO John O'Connell was quoted in this article in Family Wealth Report... read more
This article by ETF Database by VettaFi shares details on AI experts... read more
In the 2025 WealthManagement.com Industry Awards, often referred to as the Wealthies,... read more
John O'Connell was featured in this article from The Daily Upside where... read more
John O'Connell authored this article for Wealth Solutions Report, covering Robinhood's strategic... read more
John O’Connell was featured in this article from InvestmentNews, where he discussed... read more
John O'Connell shares valuable insights in this article from Financial Planning Magazine,... read more
John O'Connell authored this article in Wealth Solutions Report, discussing how AI... read more
