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.
In this Swift Cam video interview from the 2024 MarketCounsel Summit, John... read more
John O'Connell presented a webinar with Kevin Knull of TaxStatus, discussing how... read more
Register for this upcoming webinar co-hosted by The Oasis Group and WealthManagement.com.... read more
John O’Connell will speak on a panel of technology experts at the... read more
Tune in to the latest episode of The Tony Steuer Podcast, featuring... read more
In this Swift Chat interview, John O'Connell joins Marie Swift to discuss... read more
John discusses how to identify the value within your wealth management firm... read more
Doug Heikkinen has John on his podcast to discuss: Things to... read more
John O'Connell participated in a webinar with Practifi discussing AI in Wealth... read more
RIA firm data can influence everything from operations to client service to... read more
