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.
We're so excited to be the strategic partner for an exclusive CTO... read more
Prep for ransomware attacks or be ready to pay the price. Ransomware... read more
As a member of the wealth management industry, you may be thinking... read more
John shares his inspiration for writing his recent book, The Rise of... read more
As a member of the wealth management industry, you may be thinking... read more
Do you own your data? That may sound like a strange question.... read more
Cybersecurity continues to be a major challenge for today’s advisory firms, who... read more
RIA client data comes in many forms – while some data may... read more
Pam Krueger, creator and co-host of MoneyTrack on PBS, interviews John on... read more
John discusses your firm’s Unique Value Proposition and why it is so... read more
