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 Family Wealth Report article highlighting his... read more
We're so excited to be the strategic partner for an exclusive CTO... read more
At the 2024 Wealth Management EDGE Conference in Hollywood, Florida, John O'Connell... read more
John O’Connell will speak on a panel of technology experts at the... read more
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Rob Dilbone, managing director, TradePMR and John O’Connell, founder, The Oasis Group... read more
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RIA firm data can influence everything from operations to client service to... read more
John discusses mentors he’s had in the past; his inspiration for his... read more
For two decades, T3 has been the go-to destination for financial services... read more
