News

Quotes of and articles authored by our founder.

RIAs Weigh In: Three Tips for Advisors Evaluating Prospective Vendors
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.
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Do You Own Your RIA Custodian Data? Let’s Find Out
Do you own your data? That may sound like a strange question. Why wouldn’t you own it? It’s yours after all!
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Industry Veterans Weigh In – The Practical Applications of Data for Your RIA
Are you ready to unlock the power of data for your RIA? First things first, let’s figure out what data you have access to and what data your firm actually owns?
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How Advisors Can Strategically Leverage Their Data - May 9, 2022
On top of understanding the value of your data, it’s important to determine what data you own, and how your third-party vendors approach your firm’s data.
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Investment News – March 1, 2022
The Department of Homeland Security has set up a page warning of cyberattacks emanating from Russia, and both the SEC and Finra echoed those concerns in notices to the public.
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Investment News – August 18, 2021
Millions of current, former, and prospective customers’ personal data has been compromised by the highly sophisticated cyberattack against T-Mobile systems. Learn what Financial Advisers should do to be proactive to protect their clients after the highly cyberattack.
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Investment News – June 30, 2021
Prep for ransomware attacks or be ready to pay the price. Ransomware attacks in the U.S. increased 300% in 2020 and cost victims $350 million. Advisers make easy targets because they publicly release AUM and hold some of the most sensitive client data that directly connects to their finances.
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UpContent – July 31, 2019
In the article A Playbook for Leveraging Curated Content in Enterprise Sales, John O’Connell discusses how you can take your enterprise sales and social selling to the next level.
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Medici – Fin Tech Chemist - July 31, 2019
John O’Connell is quoted in this article titled Importance of Having a Great Value Proposition. Read the article.

US News & World Report – July 15, 2019
In the article 7 Tips for Writing a Unique Value Proposition, John O’Connell discusses how to stand out from the crown with a unique value proposition. Learn more.

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