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
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News Release: The Oasis Group Releases AI Readiness Index™, First Maturity Benchmark for Wealth Management Industry
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28Feb
John O’Connell Featured in Financial Planning Magazine: CFP Board addresses AI risk with new ethics guide
John O'Connell weighs in on the CFP's release of a "Generative AI... read more
20Feb
The Oasis Group Named Top WealthTech Consultancy in WealthTech Americas Awards 2025
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01Oct
John O’Connell Published in Wealth Solutions Report: The AI Agent Is Only As Smart As Your Workflow
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17Dec
John O’Connell Published in WealthManagement.com: Prediction Markets Find Their Regulatory Footing, But the Boundaries Remain Clear
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22Oct
John O’Connell Featured in Wealth Solutions Report: Oasis Group And AdvisorEngine Release Research On AI Prospecting Tools
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08Apr
The Differences Between Structured and Unstructured Data for Your RIA
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01May
John O’Connell Published in Wealth Solutions Report: Strategies For Rethinking Fee Structures In Volatile Markets
John O'Connell authored this recent article for Wealth Solutions Report where he... read more
25Jun
John O’Connell Published in Advisor Perspectives by VettaFi: Cybersecurity Guidance for Financial Advisors
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
30Apr
John O’Connell Profiled in Authority Magazine: How Artificial Intelligence Can Solve Business Problems
In today’s tech-driven world, artificial intelligence has become a key enabler of... read more