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John O’Connell Featured in Financial Planning Magazine: Why and how wealth firms should own their data
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John O’Connell Published in Financial Advisor Magazine: Why Wealth Management Firms Should Embrace Business Process Management Today
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John O’Connell Published in Advisor Perspectives by VettaFi: Cybersecurity Guidance for Financial Advisors
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John O’Connell Featured in The Daily Upside on Envestnet’s Sale to Bain Capital
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The Oasis Group Earns Highest Client Satisfaction Rating for Data Warehouse Services in 2025 T3 / Inside Information Software Survey
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John O’Connell Featured in Financial Planning Magazine on Tech Vendor Relationships
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John O’Connell Published in Advisor Perspectives by VettaFi: The AT&T Data Breach: How Advisors Can Protect Their Firm and Their Clients
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John O’Connell Interviewed on the Swift Cam at the 2024 MarketCounsel Summit
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John O’Connell Featured in Financial Planning Magazine: How AI Is Changing Financial Advisors’ Jobs
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