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.
Summary: John O'Connell was featured in this article from Financial Planning Magazine... read more
John O'Connell's session at the 2024 The Blue Vault Bowman Alts Summit... read more
We're so excited to be the strategic partner for an exclusive CTO... read more
John discusses how to identify the value within your wealth management firm... read more
John O’Connell was featured in this article from Wealth Solutions Report, recapping... read more
RIA firm data can influence everything from operations to client service to... read more
Millions of current, former, and prospective customers’ personal data has been compromised... read more
TradePMR has issued a warning in a new white paper to Registered... read more
As a member of the wealth management industry, you may be thinking... read more
John O’Connell was featured in this Family Wealth Report article highlighting his... read more
