John joins Nicole Casperson as he discusses the risks of ransomware and how this rising threat should spark planning for wealth management firms and policies from their technology teams. Investment News, Tech Stack$, Fintech for Advisors podcast.
As a member of the wealth management industry, you may be thinking... read more
The Department of Homeland Security has set up a page warning of... read more
For two decades, T3 has been the go-to destination for financial services... read more
Summary: John O'Connell was featured in this article from Financial Planning Magazine... read more
Next generation investors globally witnessed an incredible amount of social change and... read more
The RIA technology landscape is evolving rapidly - it seems like there... read more
John O’Connell will speak on a panel of technology experts at the... read more
John discusses your firm’s Unique Value Proposition and why it is so... read more
Do you own your data? That may sound like a strange question.... read more
As a member of the wealth management industry, you may be thinking... read more
