The financial advisor event anticipates a record number of attendees with a... read more
Summary: John O'Connell was featured in this article from Financial Planning Magazine... read more
Millions of current, former, and prospective customers’ personal data has been compromised... read more
Attend this Master Class to explore the various ways investors are using... read more
John O'Connell's session at the inaugural Advyzon 2024 conference provided a basic... read more
John O’Connell was featured in this article from Wealth Solutions Report, recapping... read more
The RIA technology landscape is evolving rapidly - it seems like there... read more
As a member of the wealth management industry, you may be thinking... read more
Do you own your data? That may sound like a strange question.... read more
John O'Connell will be leading a panel on AI and data, as... read more
