John O’Connell participated in a webinar with Visory, a hands-on technology and cybersecurity partner for financial advisors, where he discussed how cybersecurity and managed IT have become vital components of an advisory firm’s value proposition. He also shared how firms can leverage a robust cybersecurity plan as a competitive edge in the market.
In this webinar replay, John O’Connell and Todd Rovak, CEO of Carefull,... read more
Next generation investors globally witnessed an incredible amount of social change and... read more
Your firm is executing well – but you can get even smarter.... read more
John O’Connell discusses key trends shaping the industry with WealthManagement.com at the... read more
Are you ready to unlock the power of data for your RIA?... read more
John O'Connell will be leading a panel on AI and data, as... read more
Join The Oasis Group and Syntax for a captivating fireside chat about... read more
Millions of current, former, and prospective customers’ personal data has been compromised... read more
Tax-loss harvesting has evolved from a year-end tactic to an always-on, AI-enhanced... read more
RIA firm data can influence everything from operations to client service to... read more
