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.
The Department of Homeland Security has set up a page warning of... read more
Attend this Master Class to explore the various ways investors are using... read more
Do you own your data? That may sound like a strange question.... read more
John discusses mentors he’s had in the past; his inspiration for his... read more
RIA firm data can influence everything from operations to client service to... read more
This article by ETF Database by VettaFi shares details on AI experts... read more
John O'Connell is speaking at the 2026 FIRMA National Risk Management Training... read more
Prep for ransomware attacks or be ready to pay the price. Ransomware... read more
We're so excited to be the strategic partner for an exclusive CTO... read more
At the 2024 Wealth Management EDGE Conference in Hollywood, Florida, John O'Connell... read more
