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!
27Mar
Related Posts
22Sep
Responsible AI: Balancing Innovation and Compliance: Advisor360° Newsletter featuring John O’Connell
John O'Connell was featured in this Connect360° newsletter from Advisor360° discussing how... read more
11Dec
John O’Connell Interviewed on the Swift Cam at the 2024 MarketCounsel Summit
In this Swift Cam video interview from the 2024 MarketCounsel Summit, John... read more
23May
John O’Connell Published in Advisor Perspectives by VettaFi: Using AI to Create a Monte Carlo Retirement Simulation
John O'Connell wrote this bylined article for Advisor Perspectives by VettaFi, where... read more
02Apr
John O’Connell Published in Wealth Solutions Report: Robinhood’s Wealth Management Push Is Redefining Access
John O'Connell authored this article for Wealth Solutions Report, covering Robinhood's strategic... read more
20Feb
John O’Connell Featured in The Fintech Times: What Are the Potential Drawbacks of Automating Back-Office Operations?
In this article from The Fintech Times examining how AI can... read more
27Mar
John O’Connell Interviewed by WealthManagement.com at the 2023 T3 Conference: Cybersecurity Adoption Among Advisors Remains Low and It Needs to Change
John O’Connell of the Oasis Group offers advice on how to approach... read more
09Jul
The Oasis Group Releases Research Report Analyzing Wealth Platforms
Read more about The Oasis Group's Peaks Research for Wealth Platforms,... read more
16May
John O’Connell Featured in Financial Planning Magazine: Some Advisors Rage Against the Machine Learning
John O'Connell was quoted in this Financial Planning article about why some... read more
05Nov
John O’Connell Interviewed on the goRIA Podcast Fueled by InvestmentNews at Schwab IMPACT 2025
John O’Connell was interviewed by Chuck Failla on the goRIA Podcast Fueled... read more
15May
Wealth Management EDGE 2024: Cybersecurity Panel and CTO Think Tank
At the 2024 Wealth Management EDGE Conference in Hollywood, Florida, John O'Connell... read more