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John O’Connell Published in Advisor Perspectives by VettaFi: The Silent Threat on the Line: How Audio Deepfakes Endanger Wealth Management – and How to Build Real Resilience
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The Oasis Group Featured in Wealthtech Roundup from Wealth Solutions Report
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John O’Connell Published in Advisorpedia: The Salesforce Seduction: Why CRM-Centric Process Management Is Inadequate for Wealth Management Firms
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John O’Connell Featured in Fiduciary Voices: Technology and AI Roundtable hosted by Financial Advisor Magazine
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John O’Connell Featured in Action! Magazine: AI note takers 101: The advisor’s guide
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John O’Connell Published in Advisor Perspectives by VettaFi: CTOs Must Govern Shadow AI or Face Security Risk
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John O’Connell Interviewed on the Swift Cam at the 2024 MarketCounsel Summit
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The Practical Applications of Data for Your RIA
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John O’Connell Featured in Financial Planning Magazine: How Robinhood’s TradePMR acquisition changes the industry
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New Paper on Liability Management Shows Financial Advisors How to Optimize Client Wealth
Industry thought leaders at T3 and Oasis Group partner with Sora Finance,... read more