Related Posts
Advyzon Conference 2024: Next Generation Insights Using Your Data and AI
John O'Connell's session at the inaugural Advyzon 2024 conference provided a basic... read more
John O’Connell Spoke at Financial Planning ADVISE AI 2025 Conference: AI can whip up a financial plan in seconds. But can advisors trust it?
Summary: John O'Connell was featured in this article from Financial Planning Magazine... read more
TradePMR Issues Warning to RIAs in New White Paper: It’s Time to Understand Ownership of Client Data
TradePMR has issued a warning in a new white paper to Registered... read more
John O’Connell Leading a Panel and CTO Think Tank at 2025 Wealth Management EDGE Conference
John O'Connell will be leading a panel on AI and data, as... read more
Identifying Well-Rounded Value
John discusses how to identify the value within your wealth management firm... read more
Finding Your Unique Value Proposition
Pam Krueger, creator and co-host of MoneyTrack on PBS, interviews John on... read more
Do You Own Your RIA Custodian Data? Let’s Find Out
Do you own your data? That may sound like a strange question.... read more
Investment News Tech Stacks: Ransomware Risk Should Spark Policies and Planning
John joins Nicole Casperson as he discusses the risks of ransomware and... read more
The Oasis Group at WealthStack 2023
We're so excited to be the strategic partner for an exclusive CTO... read more
Your Digital Marketing Presence
John joins a round table discussion of Your Digital Marketing Presence for... read more