Related Posts
John O’Connell Featured in The Daily Upside: Advisors Feel Underskilled, Overwhelmed With Private Assets
John O'Connell was featured in this article from The Daily Upside where... read more
Financial Advisors can learn from T-Mobile’s data breach
Millions of current, former, and prospective customers’ personal data has been compromised... read more
John O’Connell Featured in Wealth Solutions Report: Oasis Group And Practifi Address CRM Selection In Research
The Oasis Group recently released a new white paper on customer relationship... read more
John O’Connell Published in Advisorpedia: Smarter Prompts, Better Advice: How Wealth Managers Can Use Prompt Engineering To Get More From AI
John O'Connell discusses how wealth managers can use prompt engineering to get... read more
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
Do You Own Your RIA Custodian Data? Let’s Find Out
Do you own your data? That may sound like a strange question.... read more
John O’Connell Published in Advisor Perspectives by VettaFi: Wealth Management Firms & the Rise of Prediction Markets
Discover how prediction markets are becoming a durable feature of the financial... read more
The Oasis Group Named ‘Best of the Best in 2025’ in Wealth Management Magazine Issue Highlighting WealthManagement.com Industry Awards Finalists
The Oasis Group was featured in Wealth Management Magazine's 'Best of the... read more
TradePMR Issues Warning to RIAs in New White Paper: It’s Time to Understand Ownership of Client Data
TradePMR has issued a warning in a new white paper to Registered... read more
John O’Connell Published in Wealth Solutions Report: Kalshi And The Rise Of Regulated Event-Contract Trading
John O’Connell authored this article in Wealth Solutions Report, sharing how Kalshi... read more