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?
John O'Connell authored this article for Wealth Solutions Report, covering Robinhood's strategic... read more
Do you own your data? That may sound like a strange question.... read more
Developed by industry veteran John O’Connell, the courses are built to provide... read more
In this article from The Fintech Times, John O'Connell discusses key trends... read more
John O'Connell weighs in on the new in-house chatbot from Carson Group... read more
RIA client data comes in many forms – while some data may... read more
In this bylined article for Advisorpedia, John O'Connell examines the fundamental shortcomings... read more
Rain Maker’s Roundup host, Mark Iorio, takes a look at the financial... read more
John O’Connell was quoted in this article from InvestmentNews discussing what new... read more
John O’Connell discusses key trends shaping the industry with WealthManagement.com at the... read more
