Do You Own Your RIA Custodian Data? Let’s Find Out
Do you own your data? That may sound like a strange question. Why wouldn’t you own it? It’s yours after all!
27Mar
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John O’Connell Interviewed on the goRIA Podcast Fueled by InvestmentNews at Schwab IMPACT 2025
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14Jan
John O’Connell Published in Advisor Perspectives by VettaFi: How Smaller Firms Can Achieve Data Lineage with Simple Agents
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27Feb
John O’Connell Featured in RIABiz: Schwab’s new $5-per-RIA-client trading fees set to activate Tuesday
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22Feb
The Oasis Group Named Top WealthTech Consultancy in WealthTech Americas Awards 2024
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16Jan
John O’Connell Published in Advisor Perspectives by VettaFi: Prepare for the Changing Landscape in Cybersecurity
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25Feb
John O’Connell Published in Advisorpedia: Making the Transition: How Wealth Management Firms Should Evaluate Google Finance in Their Research Stack
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01Apr
John O’Connell Published in Advisor Perspectives by VettaFi: Responding to Digital Identity Theft: A Guide for Financial Advisors
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30Jul
John O’Connell Published in Advisor Perspectives by VettaFi: The AT&T Data Breach: How Advisors Can Protect Their Firm and Their Clients
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05Dec
John O’Connell Featured in Wealth Solutions Report on Client Liabilities Management for Advisors
CEO John O'Connell was featured in this article from Wealth Solutions Report... read more
30Jul
John O’Connell Published in Wealth Solutions Report: The Top Scams Targeting Ultra-High Net Worth Americans In 2025
John O’Connell authored this article for Wealth Solutions Report, discussing how UHNW... read more