CEO John O’Connell was quoted in this FA Upside article from The Daily Upside, where he weighs in on and adds perspective to Fidelity’s recent data breach: “We should keep in mind that these incidents may sound large, but affect only a small percentage of the firm’s 51.5 million individual clients.”
Do you own your data? That may sound like a strange question.... read more
John O'Connell was quoted in Financial Planning Magazine, joining a group... read more
John O'Connell wrote this bylined article for Advisor Perspectives by VettaFi, where... read more
In this article published in Family Wealth Report, John O'Connell provides insights... read more
John O'Connell played a prominent role as the moderator of a wealthtech... read more
The Oasis Group's Peaks Research for Wealth Platforms was highlighted and John... read more
John O'Connell is quoted in this article from Financial Planning Magazine discussing... read more
John O'Connell is featured in this InvestmentNews article on how captive... read more
Are you ready to unlock the power of data for your RIA?... read more
CEO John O'Connell was quoted in this article in Family Wealth Report... read more
