The Oasis Group CEO John O’Connell wrote this bylined article that was published in ThinkAdvisor, where he explores three key architectures that can transform how wealth management firms manage and utilize data, then shares how to select the approach that best aligns with your firm’s strategic priorities.
John O'Connell was quoted in this article from Citywire discussing the challenges... read more
John O'Connell was featured in Salesforce's AI Playbook, discussing the wealth management... read more
John O'Connell is featured in this InvestmentNews article on how captive... read more
John O'Connell played a prominent role as the moderator of a wealthtech... read more
In this video interview with industry reporter, Chris Latham, John O'Connell discusses... read more
In John O'Connell's latest bylined article published in Advisor Perspectives by VettaFi,... read more
This article from Financial Planning Magazine gives an inside scoop on some... read more
TradePMR has published a new white paper for Registered Investment Advisers (RIAs)... read more
RIA client data comes in many forms – while some data may... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
