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 shares valuable insights in this article from Financial Planning Magazine,... read more
John O’Connell was published in Advisorpedia discussing how wealth management firms now... read more
This article from Wealth Solutions Report recaps the 'Driving Growth Through AI-Enabled... read more
Check out John O'Connell's bylined article published in Advisor Perspectives by VettaFi,... read more
John O'Connell was featured in this article from The Daily Upside where... read more
John O'Connell recently wrote in WealthManagement.com about why firms keep making... read more
John O'Connell is featured in this InvestmentNews article on how captive... read more
John O'Connell participated in a roundtable with other wealthtech leaders at... read more
John O'Connell joins a roundtable discussion for Financial Planning Magazine where he... read more
This article from InvestmentNews highlights the latest white paper from The Oasis... read more
