In this episode of the Fintech Impact Podcast, host Jason Pereira speaks with John O'Connell about the current trends and challenges in wealthtech, exploring topics such as technology integration, cybersecurity, AI, and more.
John O'Connell will speak on a panel of AI experts at the 2024 MarketCounsel Summit, Wednesday December 11th at 11:30am PT, where they'll discuss the transformative potential of AI in accelerating growth, streamlining operations, and creating personalized client experiences.
John O'Connell presented a webinar with Kevin Knull of TaxStatus, discussing how financial advisors can protect their clients from the recent National Public Data breach, tax fraud, and cyber threats. Watch the replay here.
John O’ Connell was interviewed for an 'On the Circuit' segment at the RIA Edge West 2024 Conference, discussing the CTO Think Tank he led at the conference and what technology problems need to be solved to get wealth management firms to the next level of growth.
Register for this webinar co-hosted by WealthManagement.com and The Oasis Group, taking place December 3rd, as experts discuss the major themes from the CTO Think Tank held at the 2024 RIA Edge West Conference.
John O'Connell will participate in a webinar on Sept. 25th with Visory, a technology and cybersecurity partner for financial advisors, where he'll discuss how cybersecurity and managed IT have become vital components of an advisory firm's value proposition.
In this Swift Chat interview, John O'Connell joins Marie Swift to discuss the importance of advisory firms implementing AI, our new research series called Vantage Point Peaks, and how cybersecurity risks are growing more complex for financial services firms.
John O'Connell participated in a webinar on September 24th with Morningstar Wealth and ByAllAccounts, discussing wealthtech trends shaping the future of advisory services.
In this episode of Trade PMR's Synergize podcast John O'Connell discusses the importance of RIAs strengthening their emotional connections with clients as part of their growth strategies.
Register for this upcoming webinar hosted by WealthManagement.com and The Oasis Group, as John O’Connell and others discuss the findings from the CTO Think Tank held at the 2024 Wealth Management EDGE Conference.
