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 special collection of The White Report recorded live in the Myriad... read more
Why do so many RIAs have compliance data stored in different places?... read more
In this not-to-be-missed episode, recorded live from Schwab IMPACT, John O’Connell and... read more
John O'Connell's session at the 2024 The Blue Vault Bowman Alts Summit... read more
Next generation investors globally witnessed an incredible amount of social change and... read more
The topic of environmental, social, and governance (ESG) investing is a polarizing... read more
Plus Goldman Sachs entrepreneurship certificate, South Africa conference and other news WAUKEE, Iowa, July 18, 2023 /PRNewswire/... read more
Attend this Master Class to explore the various ways investors are using... read more
John O'Connell's session at the inaugural Advyzon 2024 conference provided a basic... read more
John shares his inspiration for writing his recent book, The Rise of... read more
