Related Posts
John O’Connell Published in Advisor Perspectives by VettaFi: The SEC Isn’t Coming. That’s the Problem.
John O'Connell authored this article in Advisor Perspectives by VettaFi discussing the... read more
John O’Connell Published in ThinkAdvisor: Salesforce Breach Exposes Risk for Wealth Firms; Here Are 6 Steps to Take Now
John O’Connell authored this article in ThinkAdvisor, where he delivers a critical... read more
John O’Connell Featured in The Fintech Times: What Are the Potential Drawbacks of Automating Back-Office Operations?
In this article from The Fintech Times examining how AI can... read more
John O’Connell Featured in Financial Planning Magazine: AI for Wealth Client Growth? Slowly But Surely
John O'Connell was quoted in Financial Planning Magazine, discussing how financial advisors... read more
John O’Connell Quoted in RIABiz Articles on Financial Planning Software
John O’Connell offers a critical perspective on two major launches in the... read more
John O’Connell Published in Advisor Perspectives by VettaFi: The Silent Threat on the Line: How Audio Deepfakes Endanger Wealth Management – and How to Build Real Resilience
John O'Connell wrote this bylined article published in Advisor Perspectives by VettaFi,... read more
John O’Connell Interviewed on the Swift Cam at the 2025 Schwab IMPACT Conference
John O'Connell is interviewed on the Swift Cam at the 2025 Schwab... read more
John O’Connell Featured in RIABiz: Schwab’s new $5-per-RIA-client trading fees set to activate Tuesday
John O’Connell was featured in this RIABiz article discussing Schwab's new $5-per-RIA-client... read more
John O’Connell Published In Advisor Perspectives by Vetta Fi: Your CRM Doesn’t Talk to Your Email — And That’s a Problem
John O'Connell was published in Advisor Perspectives by Vetta Fi where he... read more
Do You Own Your Client Data? You May Be Surprised by the Answer
RIA client data comes in many forms – while some data may... read more