As a member of the wealth management industry, you may be thinking about whether it is better to own your data, and if so, what are the potential risks associated. John O’Connell’s discussion at the 2022 T3 conference tackled this important topic.
RIA firm data can influence everything from operations to client service to... read more
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Doug Heikkinen has John on his podcast to discuss: Things to... read more
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Prep for ransomware attacks or be ready to pay the price. Ransomware... read more
Millions of current, former, and prospective customers’ personal data has been compromised... read more
John discusses the Great Wealth Transfer, how young investors will benefit from... read more
John discusses the societal forces and social movements that are causing the... read more
In the article 7 Tips for Writing a Unique Value Proposition, John... read more
TradePMR has issued a warning in a new white paper to Registered... read more
