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.
CEO John O'Connell was featured in this article from Financial Planning Magazine,... read more
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John O'Connell authored this article for Financial Advisor, where he discusses Business... read more
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In this article from Wealth Solutions Report, John O'Connell and other wealthtech... read more
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