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. How do you evaluate new tech vendors?
In this Swift Cam video interview from the 2024 Wealth Management EDGE... read more
John O'Connell was published in Wealth Management Magazine's 2025 Midyear Outlook issue,... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
Watch this webinar replay with John O'Connell of The Oasis Group, Ron... read more
In this article from The Fintech Times examining how AI can... read more
The Oasis Group CEO John O’Connell was quoted in this FA Upside... read more
This article examines the challenges associated with the SEC’s proposed cybersecurity risk... read more
In this episode of the 'In the Money' Podcast, host Rusty Sommer... read more
Rob Dilbone, managing director, TradePMR and John O’Connell, founder, The Oasis Group... read more
John O'Connell was profiled by Authority Magazine, participating in a '5 Things'... read more
