Join 70,00 Other Financial Professionals. Sign Up for Our Monthly Newsletter:

Subscribe Here

John O’Connell Published in Advisor Perspectives by VettaFi: Key Considerations for Selecting Technology

Three people having a discussion about technology
05Feb

John O’Connell Published in Advisor Perspectives by VettaFi: Key Considerations for Selecting Technology

By Article, News , ,

The Oasis Group CEO John O’Connell wrote this bylined article that was published in Advisor Perspectives by VettaFi, in which he discusses key considerations for how wealth management firms can approach selecting technology providers. The guide details critical areas and core components of a firm’s technology stack, tips for choosing the right tech stack based on your differentiating factors, how to research potential service providers, and more.

Read the full article here

Share this post

Author

Related Posts

23Jun

Putting a Price Tag on Ransomware Attacks

Ransomware attacks are on the rise, and John O’Connell of Oasis Group... read more

John O'Connell The Oasis Group
23Apr

John O’Connell Interviewed by Wealth Management at 2026 T3 Conference: From AI Curiosity to Implementation: How Firms Should Evolve Their Strategy

John O’Connell shares why wealth management is entering a new phase of... read more

07Apr

John O’Connell Published in Retirement Daily on TheStreet: Digital Pump and Dump: How Scammers Target Retirees on Social Media

John O'Connell authored this article for Retirement Daily on TheStreet, where he... 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

20Jun

John O’Connell Featured in Family Wealth Report on Hottest AI Use Case For Advisors

The Oasis Group CEO John O'Connell was featured in this article from... read more

08Apr

The Differences Between Structured and Unstructured Data for Your RIA

RIA firm data can influence everything from operations to client service to... read more

18Jun

John O’Connell Featured in Financial Advisor Magazine: You Are Not Your Clients Document Vault

Recently, John O'Connell published an article in Financial Advisor Magazine. The article... read more

John O'Connell Featured in Barron's: Smaller Independent RIAs Face a Tough Choice: Scale Up, Sell Out, or Slow Down
30Mar

John O’Connell Featured in Barron’s: Smaller Independent RIAs Face a Tough Choice: Scale Up, Sell Out, or Slow Down

In this article from Barron's Advisor, John O'Connell discusses the biggest hurdles... read more

10Jul

John O’Connell Featured in The Daily Upside on Envestnet’s Sale to Bain Capital

The Oasis Group CEO John O’Connell was quoted in this FA Upside... read more

09Jul

John O’Connell Quoted in Advisor Perspectives: AI Washing and the Advisor Shortage: Why Getting Technology Decisions Right Has Never Mattered More

John O'Connell, CEO of The Oasis Group, wrote this piece for read more