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.
John discusses the Great Wealth Transfer, how young investors will benefit from... read more
Why do so many RIAs have compliance data stored in different places?... read more
John discusses the societal forces and social movements that are causing the... read more
As a member of the wealth management industry, you may be thinking... read more
Cybersecurity adoption is still low among advisory firms, but it’s critical for... read more
The RIA technology landscape is evolving rapidly - it seems like there... read more
In the article 7 Tips for Writing a Unique Value Proposition, John... read more
As a member of the wealth management industry, you may be thinking... read more
RIA client data comes in many forms – while some data may... read more
At the 2024 Wealth Management EDGE Conference in Hollywood, Florida, John O'Connell... read more
