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Do You Own Your RIA Custodian Data? Let’s Find Out
Do you own your data? That may sound like a strange question.... read more

John O’Connell Published in Retirement Daily on TheStreet: Digital Pump and Dump: How Scammers Target Retirees on Social Media
John O'Connell authored this article for Retirement Daily on TheStreet, where he... read more

John O’Connell Interviewed on the Swift Cam at the 2024 MarketCounsel Summit
In this Swift Cam video interview from the 2024 MarketCounsel Summit, John... read more

John O’Connell Featured in Wealth Solutions Report on Client Liabilities Management for Advisors
CEO John O'Connell was featured in this article from Wealth Solutions Report... read more

John O’Connell Featured in Financial Planning Magazine on Tech Vendor Relationships
The Oasis Group CEO John O’Connell was featured in an article in... read more

Margaritas with Marguerita Cheng
John joins Marguerita Cheng on her podcast and video show, Margaritas with... read more

John O’Connell Interviewed ‘On the Circuit’ at RIA Edge West 2024
John O’ Connell was interviewed for an 'On the Circuit' segment at... read more

John O’Connell Quoted in InvestmentNews: Robinhood going after advisory business ‘aggressively’
John O'Connell was quoted in this article from InvestmentNews discussing Robinhood's acquisition... read more

John O’Connell Featured in Financial Planning Magazine: AI for Wealth Client Growth? Slowly But Surely
John O'Connell was quoted in Financial Planning Magazine, discussing how financial advisors... read more

John O’Connell Published in Advisor Perspectives by VettaFi: Don’t Use Your Company Email for Personal Purposes
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more