In this Swift Chat video interview and podcast, John O’Connell joins Marie Swift of Impact Communications in a conversation about the importance of advisory firms implementing AI, the new research series from The Oasis Group called Vantage Point Peaks, and how cybersecurity risks are growing more complex as the SEC introduces additional cybersecurity regulations for financial services firms.
John discusses your firm’s Unique Value Proposition and why it is so... read more
Attend this Master Class to explore the various ways investors are using... read more
John O'Connell's session at the 2024 The Blue Vault Bowman Alts Summit... read more
John discusses the Great Wealth Transfer, how young investors will benefit from... read more
As a member of the wealth management industry, you may be thinking... read more
Cybersecurity continues to be a major challenge for today’s advisory firms, who... read more
John shares his inspiration for writing his recent book, The Rise of... read more
In this not-to-be-missed episode, recorded live from Schwab IMPACT, John O’Connell and... read more
RIA client data comes in many forms – while some data may... read more
Tune in to the final episode of this season’s On the Circuit,... read more
