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.
Learn from some of the leading CTOs in the wealth management industry... read more
Do you own your data? That may sound like a strange question.... read more
John & Cinthia Murphy from ETF Think Tank discuss the growth of... read more
John discusses your firm’s Unique Value Proposition and why it is so... read more
Pam Krueger, creator and co-host of MoneyTrack on PBS, interviews John on... read more
The topic of environmental, social, and governance (ESG) investing is a polarizing... read more
John discusses the Great Wealth Transfer, how young investors will benefit from... read more
John O’Connell was featured in this Family Wealth Report article highlighting his... read more
John O'Connell's session at the 2024 The Blue Vault Bowman Alts Summit... read more
As a member of the wealth management industry, you may be thinking... read more
