John O’Connell authored this recent article for Wealth Solutions Report on ‘Strategies For Rethinking Fee Structures In Volatile Markets’, where he shares how monthly and subscription-based fees have advantages for financial advisors compared to traditional quarterly billing in light of the tariffs and recent market turbulence.
John O’Connell was interviewed by RIA Channel at the 2025 Advyzon Conference,... read more
In this Swift Cam video interview from the 2024 MarketCounsel Summit, John... read more
RIA firm data can influence everything from operations to client service to... read more
In this article from Financial Planning Magazine, John O'Connell weighs in on... read more
John O'Connell was featured in Financial Planning Magazine in an article highlighting... read more
John O'Connell was quoted in this article from RIABiz discussing how various... read more
Plus Goldman Sachs entrepreneurship certificate, South Africa conference and other news WAUKEE, Iowa, July 18, 2023 /PRNewswire/... read more
The RIA technology landscape is evolving rapidly - it seems like there... read more
John O'Connell was published in Wealth Management Magazine's 2025 Midyear Outlook issue,... read more
In this article from The Fintech Times examining how AI can... read more
