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John O’Connell Published in Advisorpedia: The Salesforce Seduction: Why CRM-Centric Process Management Is Inadequate for Wealth Management Firms
In this bylined article for Advisorpedia, John O'Connell examines the fundamental shortcomings... read more
Ransomware on the rise and the risks to Financial Services firms
Prep for ransomware attacks or be ready to pay the price. Ransomware... read more
Do You Own Your RIA Custodian Data? Let’s Find Out
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John O’Connell Featured in Financial Planning Magazine: Don’t adopt advisor AI because of FOMO
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John O’Connell Published in Retirement Daily on TheStreet: Digital Pump and Dump: How Scammers Target Retirees on Social Media
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John O’Connell Featured in Fiduciary Voices: Technology and AI Roundtable hosted by Financial Advisor Magazine
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The Oasis Group Named a Finalist in Three Categories in the ThinkAdvisor 2025 Luminaries Awards
The Oasis Group was named a finalist in three categories of the... read more
John O’Connell Featured in Financial Planning Magazine on Tech-Stack Diets for Advisory Firms
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Financial Advisors can learn from T-Mobile’s data breach
Millions of current, former, and prospective customers’ personal data has been compromised... read more
John O’Connell Featured in Barron’s: Here’s How Financial Advisors Are Using AI in Their Businesses Right Now
John O'Connell was featured in this article from Barron's Advisor covering how... read more