Recently, John O’Connell published an article in Financial Advisor Magazine. The article discusses the risk Wealth Management firms run into when it comes to holding onto clients’ tax records. He asserts that, without proper document management, firms often expose themselves to major risk unnecessarily.
This article from Financial Planning Magazine gives an inside scoop on some... read more
John O'Connell joins a roundtable discussion for Financial Planning Magazine where he... read more
John O'Connell was featured in Financial Planning Magazine in an article about... read more
John O'Connell wrote this bylined article published in Advisor Perspectives by VettaFi,... read more
John O'Connell was quoted in this article from Family Wealth Report, examining... read more
The Oasis Group CEO John O'Connell was named a top financial professional... read more
John O’Connell offers a critical perspective on two major launches in the... read more
In this article from The Daily Upside, John O'Connell provides exclusive insights... read more
John O'Connell was featured in this Connect360° newsletter from Advisor360° discussing how... read more
In this article from MarketWatch, John O'Connell provides examples of AI deepfake... read more
