CEO John O’Connell was quoted in this FA Upside article from The Daily Upside, where he weighs in on and adds perspective to Fidelity’s recent data breach: “We should keep in mind that these incidents may sound large, but affect only a small percentage of the firm’s 51.5 million individual clients.”
John O'Connell is interviewed on the Swift Cam at the 2025 Schwab... read more
Rain Maker’s Roundup host, Mark Iorio, takes a look at the financial... read more
In this article from InvestmentNews about InvestCloud's new suite of artificial intelligence-enabled... read more
John O'Connell discusses how wealth managers can use prompt engineering to get... read more
Cyber criminals are becoming increasingly sophisticated. How can RIAs help ensure that... read more
Read more about The Oasis Group's Peaks Research on AI Prospecting Tools,... read more
The RIA technology landscape is evolving rapidly - it seems like there... read more
CEO John O’Connell wrote this bylined article that was published in FinTecBuzz,... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
In this video interview with industry reporter, Chris Latham, John O'Connell discusses... read more
