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 O'Connell is speaking at the 2026 FIRMA National Risk Management Training... read more
As a member of the wealth management industry, you may be thinking... read more
John O'Connell's session at the inaugural Advyzon 2024 conference provided a basic... read more
Learn from some of the leading CTOs in the wealth management industry... read more
John O’Connell was featured in this Family Wealth Report article highlighting his... read more
John discusses how to identify the value within your wealth management firm... read more
The RIA technology landscape is evolving rapidly - it seems like there... read more
John discusses the Great Wealth Transfer, how young investors will benefit from... read more
As a member of the wealth management industry, you may be thinking... read more
John shares his inspiration for writing his recent book, The Rise of... read more
