22 Jul July 22, 2021
John joins a round table discussion of Your Digital Marketing Presence for... read more
21 Apr April 21, 2023
We're so excited to be the strategic partner for an exclusive CTO... read more
15 Jul July 15, 2019
In the article 7 Tips for Writing a Unique Value Proposition, John... read more
15 Jun June 15, 2023
Learn from some of the leading CTOs in the wealth management industry... read more
11 Nov November 11, 2022
John discusses the societal forces and social movements that are causing the... read more
05 Jul July 5, 2022
The RIA technology landscape is evolving rapidly - it seems like there... read more
22 Feb February 22, 2024
John O'Connell's session at the inaugural Advyzon 2024 conference provided a basic... read more
11 Nov November 11, 2022
The topic of environmental, social, and governance (ESG) investing is a polarizing... read more
13 Mar March 13, 2023
As a member of the wealth management industry, you may be thinking... read more
01 Jun June 1, 2025
John O'Connell will be leading a panel on AI and data, as... read more