Related Posts

Your Digital Marketing Presence
John joins a round table discussion of Your Digital Marketing Presence for... read more

CTO Survival Guide
Learn from some of the leading CTOs in the wealth management industry... read more

Investment News Tech Stacks: Ransomware Risk Should Spark Policies and Planning
John joins Nicole Casperson as he discusses the risks of ransomware and... read more

CopyTalk’s Dynamic Women & The Men Who Support Them
John discusses mentors he’s had in the past; his inspiration for his... read more

ESGs, Activism, and Value-Driven Investing: First Ascent Asset Management Master Class
Attend this Master Class to explore the various ways investors are using... read more

John O’Connell Interviewed on Fintech Impact Podcast
In this episode of the Fintech Impact Podcast, host Jason Pereira speaks... read more

John O’Connell to Speak at the 2025 Advyzon Conference: Utilizing Technology to Grow and Drive Efficiencies
John O’Connell will speak on a panel of technology experts at the... read more

Protecting Your Firm: The Power of People, Process, and Technology
Cybersecurity continues to be a major challenge for today’s advisory firms, who... read more

Webinar with Carefull: Counseling Your Clients To Avoid Fraud for Themselves and Their Parents with Todd Rovak & John O’Connell
In this webinar replay, John O’Connell and Todd Rovak, CEO of Carefull,... read more

The Blue Vault Bowman Alts Summit 2024: Retail Investors and The Rise of Alternative Investments
John O'Connell's session at the 2024 The Blue Vault Bowman Alts Summit... read more