John O’Connell Featured in Financial Planning Magazine: Why and how wealth firms should own their data
John O’Connell was featured in Financial Planning Magazine in an article about why and how wealth management firms should own their data. The article highlights a recent webinar that The Oasis Group held with ByAllAccounts, part of Morningstar Wealth, where John pointed out that many firms don’t own their own data because the prospect of obtaining and housing it is daunting: “Not having that data in one place makes it difficult for firms … to find trends that can really help them grow their business.”
