Recently, John O’Connell published an article in Financial Advisor Magazine. The article discusses the risk Wealth Management firms run into when it comes to holding onto clients’ tax records. He asserts that, without proper document management, firms often expose themselves to major risk unnecessarily.
John O'Connell recently wrote in WealthManagement.com about why firms keep making... read more
TradePMR has published a new white paper for Registered Investment Advisers (RIAs)... read more
Learn more about the Oasis AI Readiness Index™ in this news release... read more
John O'Connell authored this recent article for Wealth Solutions Report where he... read more
Learn more about the new Peaks Research series from The Oasis Group... read more
Discover how prediction markets are becoming a durable feature of the financial... read more
In this article from The Fintech Times examining how AI can... read more
The Oasis Group's Peaks Research for Wealth Platforms was highlighted and John... read more
John O'Connell was quoted in this article from Citywire discussing the challenges... read more
John O'Connell joins a roundtable discussion for Financial Planning Magazine where he... read more
