In this episode of the ‘In the Money’ Podcast, host Rusty Sommer of Flyer Financial Technologies speaks with John O’Connell and other industry experts from the 2024 MarketCounsel Summit, where they share predictions for the wealth management landscape in 2025 and discuss the continual evolution of technology, regulation impacts, strategic industry shifts, and more.
In this special collection of The White Report recorded live in the read more
The Department of Homeland Security has set up a page warning of... read more
Pam Krueger, creator and co-host of MoneyTrack on PBS, interviews John on... read more
Millions of current, former, and prospective customers’ personal data has been compromised... read more
Attend this Master Class to explore the various ways investors are using... read more
Cybersecurity continues to be a major challenge for today’s advisory firms, who... read more
John O'Connell will participate in a webinar on Sept. 25th with Visory,... read more
John discusses your firm’s Unique Value Proposition and why it is so... read more
We're so excited to be the strategic partner for an exclusive CTO... read more
John O'Connell's session at the 2024 The Blue Vault Bowman Alts Summit... read more
