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.
John O’Connell was featured in this article from Wealth Solutions Report, recapping... read more
The RIA technology landscape is evolving rapidly - it seems like there... read more
John shares his inspiration for writing his recent book, The Rise of... read more
Learn from some of the leading CTOs in the wealth management industry... read more
Doug Heikkinen has John on his podcast to discuss: Things to... read more
As a member of the wealth management industry, you may be thinking... read more
TradePMR has issued a warning in a new white paper to Registered... read more
John O'Connell will be leading a panel on AI and data, as... read more
John discusses your firm’s Unique Value Proposition and why it is so... read more
John joins a round table discussion of Your Digital Marketing Presence for... read more
