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.
The Oasis Group CEO John O’Connell was quoted in this FA Upside... read more
In John O'Connell's latest bylined article published in Advisor Perspectives by VettaFi,... read more
John O'Connell was recently quoted in Wealth Solutions Report on why... read more
The Oasis Group CEO John O'Connell was featured in this article in... read more
In this article from The Daily Upside, John O’Connell highlights the inefficiencies... read more
John O’Connell was featured in this article from Wealth Solutions Report, recapping... read more
In this article published in Family Wealth Report, John O'Connell provides insights... read more
John O’Connell was published in Advisorpedia discussing how wealth management firms now... read more
John O'Connell was quoted in Financial Planning discussing how even though financial... read more
Google's AI-powered Finance platform represents more than a free alternative to expensive... read more
