Prep for ransomware attacks or be ready to pay the price. Ransomware attacks in the U.S. increased 300% in 2020 and cost victims $350 million. Advisors make easy targets because they publicly release AUM and hold some of the most sensitive client data that directly connects to their finances.
In this article from The Fintech Times, John O'Connell discusses key trends... read more
John O'Connell was quoted in Financial Planning discussing how even though financial... read more
John O'Connell was quoted in this article from Barron's Advisor discussing how... read more
In the article 7 Tips for Writing a Unique Value Proposition, John... read more
In this article from The Daily Upside, John O’Connell highlights the inefficiencies... read more
In the 2025 WealthManagement.com Industry Awards, often referred to as the Wealthies,... read more
CEO John O'Connell was quoted in this article in Family Wealth Report... read more
John O'Connell wrote this bylined article in Financial Planning Magazine, sharing how... read more
CEO John O'Connell was featured in this article from Wealth Solutions Report... read more
John O’Connell was interviewed on the RIA Channel at the Schwab IMPACT... read more
