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 the November 2025 Wealthtech Roundup from Wealth Solutions Report, two of... read more
In this article from Financial Planning Magazine, CEO John O’Connell discusses how... read more
CEO John O’Connell wrote this bylined article that was published in FinTecBuzz,... read more
John O'Connell was featured in this article from Barron's Advisor covering how... read more
In this article from Financial Planning, John O'Connell weighs in on the... read more
John O’Connell was interviewed by RIA Channel at the 2025 Advyzon Conference,... read more
In today’s tech-driven world, artificial intelligence has become a key enabler of... read more
John discusses the Great Wealth Transfer, how young investors will benefit from... read more
CEO John O'Connell was featured in this article from Financial Planning Magazine,... read more
John O'Connell is interviewed on the Swift Cam at the 2025 Schwab... read more
