John O’Connell was quoted in this article from Citywire discussing the challenges facing RIAs in terms of cybersecurity, noting that “The preparedness of the RIA space for cybersecurity is woefully inadequate.” He highlights the issues he sees in several core areas, including a lack of separation between firms’ IT and cybersecurity teams and a failure to perform annual cybersecurity program reviews or tests.
In the November 2025 Wealthtech Roundup from Wealth Solutions Report, two of... read more
In this article from Financial Planning, John O'Connell weighs in on the... read more
John O’Connell authored this article for Wealth Solutions Report, discussing how UHNW... read more
John O'Connell was featured in Salesforce's AI Playbook, discussing the wealth management... read more
John O'Connell was quoted in Financial Planning Magazine, discussing how financial advisors... read more
John O'Connell shares valuable insights in this article from Financial Planning Magazine,... read more
John O'Connell was featured in this article from Wealth Solutions Report where... read more
John O’Connell was featured in this RIABiz article discussing Schwab's new $5-per-RIA-client... read more
CEO John O’Connell wrote this bylined article that was published in FinTecBuzz,... read more
The Oasis Group was named the winner of the Thought Leadership and... read more
