The RIA technology landscape is evolving rapidly – it seems like there are new platforms popping up daily to support nearly every aspect of an RIA’s operations. How do you evaluate new tech vendors?
In this article from InvestmentNews about InvestCloud's new suite of artificial intelligence-enabled... read more
John shares his inspiration for writing his recent book, The Rise of... read more
In this article from MarketWatch, John O'Connell provides examples of AI deepfake... read more
John O'Connell penned this article for Barron's Advisor on 'Why Wealth Management... read more
John O'Connell played a prominent role as the moderator of a wealthtech... read more
CEO John O'Connell was featured in this article from Financial Planning Magazine,... read more
Millions of current, former, and prospective customers’ personal data has been compromised... read more
John O’Connell was quoted in this article from InvestmentNews discussing what new... read more
We're so excited to be the strategic partner for an exclusive CTO... read more
John O'Connell will be leading a panel on AI and data, as... read more
