John O’Connell joins a roundtable discussion for Financial Planning Magazine where he weighs in on the cybersecurity questions that financial advisors should ask technology vendors and how advisors can determine which provider offers the best data protection when everyone has the same SOC 2 report.
As more firms embrace AI tools, the key to success lies in... read more
In this article from Wealth Solutions Report, John O'Connell provides exclusive insights... read more
John O'Connell was featured in this article by Wealth Solutions Report where... read more
John O’Connell wrote this bylined article that was published in ThinkAdvisor, where... read more
The Oasis Group CEO John O’Connell was quoted in this article from... read more
In this bylined article written for Advisorpedia, John O'Connell discusses how Claude... read more
The Oasis Group CEO John O'Connell was featured in this article in... read more
John O'Connell authored this recent article for Wealth Solutions Report where he... read more
In this article from The Daily Upside, John O’Connell highlights the inefficiencies... read more
RIA firm data can influence everything from operations to client service to... read more
