John O’Connell will speak on a panel of technology experts at the 2025 Advyzon Conference, Thursday, February 13th at 9:30am ET where they’ll discuss how financial advisors can utilize fintech, wealthtech, and AI solutions to grow their practice and drive efficiencies.
Financial advisors in The Oasis Group community have an exclusive opportunity to... read more
TradePMR has issued a warning in a new white paper to Registered... read more
RIA firm data can influence everything from operations to client service to... read more
John delivers a Master Class on how to build your Unique Value... read more
John discusses your firm’s Unique Value Proposition and why it is so... read more
Next generation investors globally witnessed an incredible amount of social change and... read more
Do you own your data? That may sound like a strange question.... read more
John discusses how to identify the value within your wealth management firm... read more
The financial advisor event anticipates a record number of attendees with a... read more
John O'Connell is speaking at the 2026 FIRMA National Risk Management Training... read more
