The Oasis Group CEO John O’Connell wrote this bylined article that was published in Advisor Perspectives by VettaFi, where he recommends compartmentalizing your email usage into four discrete buckets, which can help you safeguard your personal and professional information, streamline your online activities, and maintain better privacy for your contacts.
In this article from Financial Planning Magazine, John O'Connell weighs in on... read more
CEO John O’Connell was quoted in this FA Upside article from The... read more
John O'Connell participated in a roundtable with other wealthtech leaders at... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
RIA client data comes in many forms – while some data may... read more
John O'Connell joins a roundtable discussion for Financial Planning Magazine where he... read more
RIA firm data can influence everything from operations to client service to... read more
Millions of current, former, and prospective customers’ personal data has been compromised... read more
This article in ThinkAdvisor recaps a white paper on liability management, authored... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
