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 was quoted in this article from The Daily Upside on... read more
In this article from Financial Planning Magazine, CEO John O’Connell discusses how... read more
John O’Connell was interviewed on the RIA Channel at the Schwab IMPACT... read more
Summary: John O'Connell was featured in this article from Financial Planning Magazine... read more
In this article from The Fintech Times, John O'Connell discusses key trends... read more
John O'Connell is interviewed on the Swift Cam at the 2025 Schwab... read more
Attend this Master Class to explore the various ways investors are using... read more
Do you own your data? That may sound like a strange question.... read more
John O'Connell was quoted in this article from RIABiz, discussing artificial intelligence... read more
The latest white paper from The Oasis Group, 'Agentic AI in Wealth... read more
