RIA firm data can influence everything from operations to client service to... read more
At the 2024 Wealth Management EDGE Conference in Hollywood, Florida, John O'Connell... read more
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
John discusses your firm’s Unique Value Proposition and why it is so... read more
Learn from some of the leading CTOs in the wealth management industry... read more
As a member of the wealth management industry, you may be thinking... read more
Attend this Master Class to explore the various ways investors are using... read more
Doug Heikkinen has John on his podcast to discuss: Things to... read more
Millions of current, former, and prospective customers’ personal data has been compromised... read more
